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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 | $13,519 | $81,358-83.4% | $155,556-91.3% | $80,959-83.3% |
| Participation rate | 60.4% | 66.3%-5.8pp | 78.2%-17.8pp | 67.7%-7.3pp |
| Annual return | 10.00% | 33.39%-23.4pp | 64.84%-54.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $488 | $3,106-84.3% | $4,675-89.6% | $2,757-82.3% |
| Participant deferral / active EE | $2,815 | $3,455-18.5% | $5,631-50.0% | $4,300-34.5% |
| Admin fee / account holder | $1,021 | $7,994-87.2% | $15,885-93.6% | $6,925-85.3% |