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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 | $11,088 | $81,331-86.4% | $155,534-92.9% | $80,935-86.3% |
| Participation rate | 36.4% | 66.3%-29.9pp | 78.2%-41.9pp | 67.7%-31.3pp |
| Annual return | 9.18% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $409 | $3,105-86.8% | $4,675-91.2% | $2,757-85.2% |
| Participant deferral / active EE | $1,198 | $3,454-65.3% | $5,630-78.7% | $4,299-72.1% |
| Admin fee / account holder | $846 | $7,999-89.4% | $15,900-94.7% | $6,924-87.8% |