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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 | $17,148 | $78,690-78.2% | $161,489-89.4% | $87,485-80.4% |
| Participation rate | 58.3% | 67.5%-9.1pp | 78.7%-20.4pp | 68.9%-10.6pp |
| Annual return | 9.62% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.4pp |
| Employer contribution / active EE | $923 | $2,588-64.3% | $4,268-78.4% | $2,596-64.5% |
| Participant deferral / active EE | $1,125 | $3,311-66.0% | $5,630-80.0% | $4,274-73.7% |
| Admin fee / account holder | $830 | $6,724-87.7% | $16,006-94.8% | $7,775-89.3% |