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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 | $16,382 | $84,236-80.6% | $170,439-90.4% | $70,124-76.6% |
| Participation rate | 40.5% | 70.8%-30.3pp | 83.6%-43.1pp | 69.5%-29.0pp |
| Annual return | 7.49% | 23.06%-15.6pp | 205.94%-198.5pp | 73.14%-65.7pp |
| Employer contribution / active EE | $470 | $3,387-86.1% | $5,433-91.4% | $2,342-79.9% |
| Participant deferral / active EE | $1,192 | $3,086-61.4% | $4,939-75.9% | $3,332-64.2% |
| Admin fee / account holder | $350 | $5,698-93.9% | $13,881-97.5% | $4,645-92.5% |