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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 | $18,694 | $81,331-77.0% | $155,534-88.0% | $80,935-76.9% |
| Participation rate | 49.0% | 66.3%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | 6.83% | 33.37%-26.5pp | 64.92%-58.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $761 | $3,105-75.5% | $4,675-83.7% | $2,757-72.4% |
| Participant deferral / active EE | $1,697 | $3,454-50.9% | $5,630-69.9% | $4,299-60.5% |
| Admin fee / account holder | $3,403 | $7,999-57.5% | $15,900-78.6% | $6,924-50.9% |