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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 | $10,836 | $57,073-81.0% | $85,126-87.3% | $80,925-86.6% |
| Participation rate | 56.0% | 56.4%-0.4pp | 67.5%-11.5pp | 67.7%-11.7pp |
| Annual return | 8.85% | 21.69%-12.8pp | 66.63%-57.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $604 | $1,801-66.4% | $2,731-77.9% | $2,756-78.1% |
| Participant deferral / active EE | $867 | $3,113-72.2% | $4,523-80.8% | $4,299-79.8% |
| Admin fee / account holder | $786 | $4,988-84.2% | $6,160-87.2% | $6,940-88.7% |