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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 | $6,831 | $49,024-86.1% | $112,860-93.9% | $87,485-92.2% |
| Participation rate | 34.3% | 62.2%-27.9pp | 66.3%-32.0pp | 68.9%-34.6pp |
| Annual return | 11.36% | 43.86%-32.5pp | 35.26%-23.9pp | 26.06%-14.7pp |
| Employer contribution / active EE | $320 | $1,290-75.2% | $2,206-85.5% | $2,596-87.7% |
| Participant deferral / active EE | $716 | $2,209-67.6% | $3,493-79.5% | $4,274-83.2% |
| Admin fee / account holder | $2,116 | $6,266-66.2% | $6,841-69.1% | $7,775-72.8% |