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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,459 | $81,276-76.1% | $155,574-87.5% | $80,925-76.0% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 10.57% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $982 | $3,103-68.3% | $4,676-79.0% | $2,756-64.4% |
| Participant deferral / active EE | $1,559 | $3,453-54.9% | $5,629-72.3% | $4,299-63.7% |
| Admin fee / account holder | $8,116 | $7,993+1.5% | $15,914-49.0% | $6,940+16.9% |