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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 | $18,152 | $58,292-68.9% | $86,640-79.0% | $71,511-74.6% |
| Participation rate | 29.7% | 65.0%-35.3pp | 71.7%-42.0pp | 67.9%-38.2pp |
| Annual return | 8.10% | 21.63%-13.5pp | 592.52%-584.4pp | 28.86%-20.8pp |
| Employer contribution / active EE | $477 | $2,574-81.5% | $3,024-84.2% | $2,589-81.6% |
| Participant deferral / active EE | $1,376 | $3,438-60.0% | $4,438-69.0% | $4,291-67.9% |
| Admin fee / account holder | $4,069 | $1,057+284.8% | $5,616-27.5% | $1,588+156.2% |