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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 | $11,834 | $97,125-87.8% | $86,233-86.3% | $137,256-91.4% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 10.63% | 74.19%-63.6pp | 61.39%-50.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $786 | $2,841-72.3% | $2,504-68.6% | $4,156-81.1% |
| Participant deferral / active EE | $1,197 | $5,180-76.9% | $4,559-73.8% | $6,407-81.3% |
| Admin fee / account holder | $1,261 | $9,725-87.0% | $8,342-84.9% | $12,270-89.7% |