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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 | $8,278 | $57,140-85.5% | $85,240-90.3% | $80,959-89.8% |
| Participation rate | 42.4% | 56.4%-14.0pp | 67.5%-25.1pp | 67.7%-25.2pp |
| Annual return | 8.53% | 21.71%-13.2pp | 66.75%-58.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,129 | $1,802-37.3% | $2,735-58.7% | $2,757-59.1% |
| Participant deferral / active EE | $1,362 | $3,115-56.3% | $4,527-69.9% | $4,300-68.3% |
| Admin fee / account holder | $884 | $4,992-82.3% | $6,165-85.7% | $6,925-87.2% |