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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 | $10,017 | $76,407-86.9% | $150,298-93.3% | $82,448-87.9% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 12.99% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $763 | $2,614-70.8% | $4,154-81.6% | $2,551-70.1% |
| Participant deferral / active EE | $1,074 | $3,214-66.6% | $5,453-80.3% | $4,139-74.1% |
| Admin fee / account holder | $934 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |