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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 | $16,733 | $76,407-78.1% | $150,298-88.9% | $82,448-79.7% |
| Participation rate | 32.8% | 66.4%-33.6pp | 77.8%-45.0pp | 68.1%-35.3pp |
| Annual return | 10.12% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $844 | $2,614-67.7% | $4,154-79.7% | $2,551-66.9% |
| Participant deferral / active EE | $1,477 | $3,214-54.0% | $5,453-72.9% | $4,139-64.3% |
| Admin fee / account holder | $426 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |