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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 | $11,394 | $46,596-75.5% | $64,099-82.2% | $75,181-84.8% |
| Participation rate | 61.2% | 65.9%-4.7pp | 72.3%-11.1pp | 67.2%-6.0pp |
| Annual return | 11.35% | 26.04%-14.7pp | 33.70%-22.3pp | 160.69%-149.3pp |
| Employer contribution / active EE | $934 | $1,975-52.7% | $2,748-66.0% | $2,671-65.0% |
| Participant deferral / active EE | $1,103 | $2,837-61.1% | $3,881-71.6% | $4,126-73.3% |
| Admin fee / account holder | $315 | $2,954-89.3% | $3,070-89.7% | $5,650-94.4% |