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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 | $15,757 | $81,331-80.6% | $155,534-89.9% | $80,935-80.5% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 7.15% | 33.37%-26.2pp | 64.92%-57.8pp | 35.66%-28.5pp |
| Employer contribution / active EE | $438 | $3,105-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $1,095 | $3,454-68.3% | $5,630-80.6% | $4,299-74.5% |
| Admin fee / account holder | $764 | $7,999-90.5% | $15,900-95.2% | $6,924-89.0% |