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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 | $14,574 | $81,276-82.1% | $155,574-90.6% | $80,925-82.0% |
| Participation rate | 27.1% | 66.2%-39.2pp | 78.2%-51.1pp | 67.7%-40.6pp |
| Annual return | 8.34% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $491 | $3,103-84.2% | $4,676-89.5% | $2,756-82.2% |
| Participant deferral / active EE | $904 | $3,453-73.8% | $5,629-83.9% | $4,299-79.0% |
| Admin fee / account holder | $4,118 | $7,993-48.5% | $15,914-74.1% | $6,940-40.7% |