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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 | $16,834 | $64,462-73.9% | $81,482-79.3% | $80,911-79.2% |
| Participation rate | 36.0% | 63.9%-27.9pp | 69.5%-33.5pp | 67.6%-31.6pp |
| Annual return | 9.28% | 16.35%-7.1pp | 24.79%-15.5pp | 35.63%-26.4pp |
| Employer contribution / active EE | $526 | $1,979-73.4% | $2,463-78.6% | $2,756-80.9% |
| Participant deferral / active EE | $1,562 | $3,094-49.5% | $3,885-59.8% | $4,297-63.6% |
| Admin fee / account holder | $441 | $5,678-92.2% | $5,761-92.3% | $6,935-93.6% |