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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 | $8,027 | $51,207-84.3% | $70,565-88.6% | $75,177-89.3% |
| Participation rate | 23.2% | 61.0%-37.7pp | 68.4%-45.1pp | 67.2%-44.0pp |
| Annual return | 9.36% | 30.05%-20.7pp | 32.79%-23.4pp | 160.75%-151.4pp |
| Employer contribution / active EE | $6,629 | $1,826+262.9% | $2,976+122.8% | $2,671+148.2% |
| Participant deferral / active EE | $2,072 | $2,850-27.3% | $4,568-54.6% | $4,126-49.8% |
| Admin fee / account holder | $500 | $4,097-87.8% | $6,430-92.2% | $5,651-91.1% |