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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 | $18,298 | $77,908-76.5% | $149,696-87.8% | $75,173-75.7% |
| Participation rate | 53.4% | 65.6%-12.1pp | 78.8%-25.3pp | 67.2%-13.8pp |
| Annual return | 12.30% | 31.73%-19.4pp | 134.46%-122.2pp | 160.72%-148.4pp |
| Employer contribution / active EE | $786 | $3,138-74.9% | $4,821-83.7% | $2,671-70.6% |
| Participant deferral / active EE | $1,297 | $3,411-62.0% | $5,682-77.2% | $4,126-68.6% |
| Admin fee / account holder | $587 | $5,950-90.1% | $13,212-95.6% | $5,651-89.6% |