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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 | $16,923 | $55,889-69.7% | $76,119-77.8% | $80,935-79.1% |
| Participation rate | 46.7% | 62.1%-15.4pp | 69.1%-22.4pp | 67.7%-21.0pp |
| Annual return | 9.34% | 20.58%-11.2pp | 361.25%-351.9pp | 35.66%-26.3pp |
| Employer contribution / active EE | $960 | $1,866-48.6% | $2,693-64.4% | $2,757-65.2% |
| Participant deferral / active EE | $1,583 | $3,051-48.1% | $4,259-62.8% | $4,299-63.2% |
| Admin fee / account holder | $2,519 | $5,241-51.9% | $6,421-60.8% | $6,924-63.6% |