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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 | $15,683 | $81,358-80.7% | $155,556-89.9% | $80,959-80.6% |
| Participation rate | 32.8% | 66.3%-33.4pp | 78.2%-45.4pp | 67.7%-34.8pp |
| Annual return | 9.34% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $780 | $3,106-74.9% | $4,675-83.3% | $2,757-71.7% |
| Participant deferral / active EE | $1,471 | $3,455-57.4% | $5,631-73.9% | $4,300-65.8% |
| Admin fee / account holder | $2,212 | $7,994-72.3% | $15,885-86.1% | $6,925-68.1% |