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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 | $16,570 | $81,331-79.6% | $155,534-89.3% | $80,935-79.5% |
| Participation rate | 53.0% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 8.51% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $778 | $3,105-75.0% | $4,675-83.4% | $2,757-71.8% |
| Participant deferral / active EE | $4,354 | $3,454+26.1% | $5,630-22.7% | $4,299+1.3% |
| Admin fee / account holder | $1,645 | $7,999-79.4% | $15,900-89.7% | $6,924-76.3% |