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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 | $13,632 | $77,901-82.5% | $149,717-90.9% | $75,181-81.9% |
| Participation rate | 36.6% | 65.6%-29.0pp | 78.8%-42.2pp | 67.2%-30.6pp |
| Annual return | 13.07% | 31.73%-18.7pp | 134.41%-121.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $430 | $3,137-86.3% | $4,820-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $2,031 | $3,411-40.5% | $5,682-64.3% | $4,126-50.8% |
| Admin fee / account holder | $3,184 | $5,949-46.5% | $13,213-75.9% | $5,650-43.7% |