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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 | $12,916 | $76,407-83.1% | $150,298-91.4% | $82,448-84.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 9.36% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.3pp |
| Employer contribution / active EE | $974 | $2,614-62.7% | $4,154-76.6% | $2,551-61.8% |
| Participant deferral / active EE | $1,593 | $3,214-50.4% | $5,453-70.8% | $4,139-61.5% |
| Admin fee / account holder | $4,992 | $6,352-21.4% | $14,116-64.6% | $7,234-31.0% |