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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 | $14,573 | $112,729-87.1% | $98,716-85.2% | $137,256-89.4% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 7.62% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $734 | $2,725-73.0% | $2,279-67.8% | $4,156-82.3% |
| Participant deferral / active EE | $1,658 | $4,640-64.3% | $4,048-59.0% | $6,407-74.1% |
| Admin fee / account holder | $3,249 | $10,129-67.9% | $8,703-62.7% | $12,270-73.5% |