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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 | $16,811 | $77,920-78.4% | $149,723-88.8% | $75,177-77.6% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 12.93% | 31.72%-18.8pp | 134.50%-121.6pp | 160.75%-147.8pp |
| Employer contribution / active EE | $602 | $3,138-80.8% | $4,821-87.5% | $2,671-77.4% |
| Participant deferral / active EE | $1,070 | $3,411-68.6% | $5,682-81.2% | $4,126-74.1% |
| Admin fee / account holder | $3,669 | $5,951-38.3% | $13,215-72.2% | $5,651-35.1% |