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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 | $14,611 | $110,379-86.8% | $102,412-85.7% | $145,884-90.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 7.36% | 24.84%-17.5pp | 24.94%-17.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,561 | $4,216-63.0% | $3,870-59.7% | $4,662-66.5% |
| Participant deferral / active EE | $2,135 | $5,622-62.0% | $5,060-57.8% | $6,690-68.1% |
| Admin fee / account holder | $2,233 | $9,745-77.1% | $8,388-73.4% | $13,392-83.3% |