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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 | $14,358 | $54,763-73.8% | $90,324-84.1% | $72,976-80.3% |
| Participation rate | 57.7% | 65.2%-7.5pp | 73.3%-15.6pp | 69.5%-11.8pp |
| Annual return | 0.27% | 30.63%-30.4pp | 78.15%-77.9pp | 81.02%-80.7pp |
| Employer contribution / active EE | $731 | $2,093-65.1% | $2,856-74.4% | $2,440-70.0% |
| Participant deferral / active EE | $1,729 | $2,887-40.1% | $3,885-55.5% | $3,608-52.1% |
| Admin fee / account holder | $1,803 | $3,973-54.6% | $5,356-66.3% | $5,124-64.8% |