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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 | $19,524 | $81,358-76.0% | $155,556-87.4% | $80,959-75.9% |
| Participation rate | 31.2% | 66.3%-35.1pp | 78.2%-47.0pp | 67.7%-36.5pp |
| Annual return | 10.34% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $703 | $3,106-77.4% | $4,675-85.0% | $2,757-74.5% |
| Participant deferral / active EE | $1,006 | $3,455-70.9% | $5,631-82.1% | $4,300-76.6% |
| Admin fee / account holder | $578 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |