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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 | $16,549 | $84,233-80.4% | $170,436-90.3% | $70,131-76.4% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 10.47% | 23.06%-12.6pp | 205.94%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $618 | $3,387-81.8% | $5,433-88.6% | $2,342-73.6% |
| Participant deferral / active EE | $1,155 | $3,086-62.6% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $655 | $5,698-88.5% | $13,880-95.3% | $4,645-85.9% |