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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 | $15,235 | $81,331-81.3% | $155,534-90.2% | $80,935-81.2% |
| Participation rate | 33.8% | 66.3%-32.5pp | 78.2%-44.4pp | 67.7%-33.9pp |
| Annual return | 10.28% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $402 | $3,105-87.1% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $1,122 | $3,454-67.5% | $5,630-80.1% | $4,299-73.9% |
| Admin fee / account holder | $3,599 | $7,999-55.0% | $15,900-77.4% | $6,924-48.0% |