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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 | $11,015 | $51,642-78.7% | $129,384-91.5% | $80,935-86.4% |
| Participation rate | 55.3% | 56.9%-1.7pp | 69.6%-14.4pp | 67.7%-12.4pp |
| Annual return | 7.48% | 20.78%-13.3pp | 9461.77%-9454.3pp | 35.66%-28.2pp |
| Employer contribution / active EE | $735 | $1,583-53.5% | $4,153-82.3% | $2,757-73.3% |
| Participant deferral / active EE | $1,034 | $2,670-61.3% | $4,166-75.2% | $4,299-75.9% |
| Admin fee / account holder | $885 | $4,312-79.5% | $7,686-88.5% | $6,924-87.2% |