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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 | $16,693 | $61,125-72.7% | $94,057-82.3% | $87,485-80.9% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.3%-32.6pp | 68.9%-28.2pp |
| Annual return | 8.45% | 35.20%-26.7pp | 480.62%-472.2pp | 26.06%-17.6pp |
| Employer contribution / active EE | $774 | $2,136-63.8% | $2,933-73.6% | $2,596-70.2% |
| Participant deferral / active EE | $1,399 | $3,260-57.1% | $4,709-70.3% | $4,274-67.3% |
| Admin fee / account holder | $2,106 | $5,629-62.6% | $7,244-70.9% | $7,775-72.9% |