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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 | $51,604-78.7% | $129,295-91.5% | $80,874-86.4% |
| Participation rate | 55.3% | 57.0%-1.7pp | 69.6%-14.4pp | 67.6%-12.4pp |
| Annual return | 7.48% | 20.76%-13.3pp | 9429.28%-9421.8pp | 35.62%-28.1pp |
| Employer contribution / active EE | $735 | $1,585-53.6% | $4,157-82.3% | $2,756-73.3% |
| Participant deferral / active EE | $1,034 | $2,670-61.3% | $4,169-75.2% | $4,297-75.9% |
| Admin fee / account holder | $885 | $4,310-79.5% | $7,665-88.5% | $6,935-87.2% |