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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 | $14,102 | $63,809-77.9% | $81,353-82.7% | $80,935-82.6% |
| Participation rate | 37.1% | 63.9%-26.8pp | 69.5%-32.4pp | 67.7%-30.5pp |
| Annual return | 5.54% | 16.37%-10.8pp | 24.82%-19.3pp | 35.66%-30.1pp |
| Employer contribution / active EE | $889 | $1,981-55.1% | $2,464-63.9% | $2,757-67.7% |
| Participant deferral / active EE | $1,739 | $3,093-43.8% | $3,885-55.2% | $4,299-59.6% |
| Admin fee / account holder | $3,213 | $5,686-43.5% | $5,766-44.3% | $6,924-53.6% |