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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 | $15,191 | $76,407-80.1% | $150,298-89.9% | $82,448-81.6% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 10.80% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $331 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $1,089 | $3,214-66.1% | $5,453-80.0% | $4,139-73.7% |
| Admin fee / account holder | $1,385 | $6,352-78.2% | $14,116-90.2% | $7,234-80.9% |