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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 | $11,538 | $85,060-86.4% | $70,548-83.6% | $139,456-91.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 5.15% | 30.38%-25.2pp | 32.78%-27.6pp | 373.45%-368.3pp |
| Employer contribution / active EE | $985 | $3,911-74.8% | $2,975-66.9% | $4,753-79.3% |
| Participant deferral / active EE | $2,043 | $5,890-65.3% | $4,567-55.3% | $6,711-69.6% |
| Admin fee / account holder | $1,437 | $8,925-83.9% | $6,424-77.6% | $11,407-87.4% |