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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 | $13,827 | $48,327-71.4% | $67,575-79.5% | $80,935-82.9% |
| Participation rate | 52.1% | 66.4%-14.3pp | 72.9%-20.8pp | 67.7%-15.5pp |
| Annual return | 11.15% | 18.31%-7.2pp | 3528.98%-3517.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $567 | $2,022-72.0% | $2,736-79.3% | $2,757-79.4% |
| Participant deferral / active EE | $2,468 | $2,927-15.7% | $4,003-38.4% | $4,299-42.6% |
| Admin fee / account holder | $886 | $3,692-76.0% | $3,993-77.8% | $6,924-87.2% |