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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 | $21,540 | $81,276-73.5% | $155,574-86.2% | $80,925-73.4% |
| Participation rate | 13.7% | 66.2%-52.5pp | 78.2%-64.5pp | 67.7%-53.9pp |
| Annual return | 10.17% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $488 | $3,103-84.3% | $4,676-89.6% | $2,756-82.3% |
| Participant deferral / active EE | $1,099 | $3,453-68.2% | $5,629-80.5% | $4,299-74.4% |
| Admin fee / account holder | $659 | $7,993-91.8% | $15,914-95.9% | $6,940-90.5% |