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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 | $22,846 | $81,276-71.9% | $155,574-85.3% | $80,925-71.8% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 8.15% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $571 | $3,103-81.6% | $4,676-87.8% | $2,756-79.3% |
| Participant deferral / active EE | $1,083 | $3,453-68.6% | $5,629-80.8% | $4,299-74.8% |
| Admin fee / account holder | $2,634 | $7,993-67.0% | $15,914-83.4% | $6,940-62.0% |