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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 | $4,376 | $25,014-82.5% | $69,623-93.7% | $80,935-94.6% |
| Participation rate | 37.8% | 64.2%-26.4pp | 66.4%-28.7pp | 67.7%-29.9pp |
| Annual return | 8.64% | 19.08%-10.4pp | 101.23%-92.6pp | 35.66%-27.0pp |
| Employer contribution / active EE | $694 | $991-30.0% | $1,709-59.4% | $2,757-74.8% |
| Participant deferral / active EE | $919 | $1,840-50.1% | $2,890-68.2% | $4,299-78.6% |
| Admin fee / account holder | $1,183 | $2,491-52.5% | $4,696-74.8% | $6,924-82.9% |