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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 | $13,339 | $77,920-82.9% | $149,723-91.1% | $75,177-82.3% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 11.69% | 31.72%-20.0pp | 134.50%-122.8pp | 160.75%-149.1pp |
| Employer contribution / active EE | $904 | $3,138-71.2% | $4,821-81.2% | $2,671-66.2% |
| Participant deferral / active EE | $875 | $3,411-74.4% | $5,682-84.6% | $4,126-78.8% |
| Admin fee / account holder | $2,481 | $5,951-58.3% | $13,215-81.2% | $5,651-56.1% |