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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 | $15,836 | $75,541-79.0% | $152,093-89.6% | $82,637-80.8% |
| Participation rate | 37.9% | 66.5%-28.6pp | 77.8%-39.8pp | 68.1%-30.1pp |
| Annual return | 12.24% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $856 | $2,622-67.4% | $4,175-79.5% | $2,552-66.5% |
| Participant deferral / active EE | $1,542 | $3,206-51.9% | $5,451-71.7% | $4,126-62.6% |
| Admin fee / account holder | $3,732 | $6,405-41.7% | $14,497-74.3% | $7,339-49.1% |