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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 | $16,443 | $57,140-71.2% | $85,240-80.7% | $80,959-79.7% |
| Participation rate | 42.2% | 56.4%-14.2pp | 67.5%-25.3pp | 67.7%-25.4pp |
| Annual return | 9.83% | 21.71%-11.9pp | 66.75%-56.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $546 | $1,802-69.7% | $2,735-80.1% | $2,757-80.2% |
| Participant deferral / active EE | $1,253 | $3,115-59.8% | $4,527-72.3% | $4,300-70.9% |
| Admin fee / account holder | $1,573 | $4,992-68.5% | $6,165-74.5% | $6,925-77.3% |