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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 | $12,001 | $41,016-70.7% | $152,093-92.1% | $64,097-81.3% |
| Participation rate | 29.0% | 51.3%-22.3pp | 77.8%-48.7pp | 55.2%-26.2pp |
| Annual return | 10.81% | 39.60%-28.8pp | 66.36%-55.5pp | 34.64%-23.8pp |
| Employer contribution / active EE | $403 | $1,342-70.0% | $4,175-90.4% | $1,891-78.7% |
| Participant deferral / active EE | $651 | $1,927-66.2% | $5,451-88.1% | $3,080-78.9% |
| Admin fee / account holder | $472 | $2,305-79.5% | $14,497-96.7% | $3,454-86.3% |