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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 | $17,346 | $51,638-66.4% | $68,368-74.6% | $82,448-79.0% |
| Participation rate | 31.6% | 63.6%-32.0pp | 73.8%-42.2pp | 68.1%-36.5pp |
| Annual return | 12.53% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $351 | $2,047-82.8% | $2,649-86.7% | $2,551-86.2% |
| Participant deferral / active EE | $512 | $2,914-82.4% | $4,123-87.6% | $4,139-87.6% |
| Admin fee / account holder | $710 | $4,643-84.7% | $5,150-86.2% | $7,234-90.2% |