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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 | $17,330 | $22,602-23.3% | $65,583-73.6% | $75,177-76.9% |
| Participation rate | 10.3% | 63.1%-52.8pp | 65.0%-54.7pp | 67.2%-56.9pp |
| Annual return | 14.10% | 71.13%-57.0pp | 47.46%-33.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $545 | $941-42.0% | $1,692-67.8% | $2,671-79.6% |
| Participant deferral / active EE | $810 | $1,695-52.2% | $2,833-71.4% | $4,126-80.4% |
| Admin fee / account holder | $1,865 | $1,877-0.6% | $4,112-54.6% | $5,651-67.0% |