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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 | $21,309 | $81,331-73.8% | $155,534-86.3% | $80,935-73.7% |
| Participation rate | 37.0% | 66.3%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 8.33% | 33.37%-25.0pp | 64.92%-56.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $501 | $3,105-83.9% | $4,675-89.3% | $2,757-81.8% |
| Participant deferral / active EE | $1,150 | $3,454-66.7% | $5,630-79.6% | $4,299-73.3% |
| Admin fee / account holder | $3,367 | $7,999-57.9% | $15,900-78.8% | $6,924-51.4% |