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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 | $10,496 | $55,889-81.2% | $76,119-86.2% | $80,935-87.0% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 4.30% | 20.58%-16.3pp | 361.25%-356.9pp | 35.66%-31.4pp |
| Employer contribution / active EE | $1,755 | $1,866-5.9% | $2,693-34.8% | $2,757-36.3% |
| Participant deferral / active EE | $1,452 | $3,051-52.4% | $4,259-65.9% | $4,299-66.2% |
| Admin fee / account holder | $1,081 | $5,241-79.4% | $6,421-83.2% | $6,924-84.4% |