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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 | $10,560 | $55,932-81.1% | $76,735-86.2% | $67,986-84.5% |
| Participation rate | 32.9% | 50.8%-17.9pp | 69.5%-36.6pp | 57.2%-24.3pp |
| Annual return | 10.25% | 23.10%-12.9pp | 29.77%-19.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $655 | $1,487-55.9% | $2,454-73.3% | $2,019-67.5% |
| Participant deferral / active EE | $1,209 | $2,558-52.8% | $4,088-70.4% | $3,358-64.0% |
| Admin fee / account holder | $2,714 | $4,907-44.7% | $7,189-62.2% | $3,203-15.3% |