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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 | $16,447 | $77,920-78.9% | $149,723-89.0% | $75,177-78.1% |
| Participation rate | 44.3% | 65.6%-21.3pp | 78.8%-34.5pp | 67.2%-22.9pp |
| Annual return | 11.39% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $731 | $3,138-76.7% | $4,821-84.8% | $2,671-72.6% |
| Participant deferral / active EE | $1,089 | $3,411-68.1% | $5,682-80.8% | $4,126-73.6% |
| Admin fee / account holder | $2,101 | $5,951-64.7% | $13,215-84.1% | $5,651-62.8% |