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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 | $15,268 | $45,123-66.2% | $85,240-82.1% | $74,478-79.5% |
| Participation rate | 31.9% | 49.4%-17.5pp | 67.5%-35.7pp | 67.2%-35.4pp |
| Annual return | 8.44% | 26.32%-17.9pp | 66.75%-58.3pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $619 | $1,459-57.5% | $2,735-77.4% | $2,626-76.4% |
| Participant deferral / active EE | $670 | $2,736-75.5% | $4,527-85.2% | $4,350-84.6% |
| Admin fee / account holder | $1,640 | $2,215-26.0% | $6,165-73.4% | $1,946-15.7% |