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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 | $15,934 | $81,233-80.4% | $155,567-89.8% | $80,874-80.3% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.2pp | 67.6%-30.6pp |
| Annual return | 9.64% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $826 | $3,101-73.4% | $4,674-82.3% | $2,756-70.0% |
| Participant deferral / active EE | $1,469 | $3,452-57.4% | $5,628-73.9% | $4,297-65.8% |
| Admin fee / account holder | $1,123 | $7,998-86.0% | $15,916-92.9% | $6,935-83.8% |