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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 | $86,050-80.6% | $189,758-91.2% | $94,015-82.2% |
| Participation rate | 32.8% | 68.9%-36.1pp | 79.8%-47.0pp | 70.8%-38.1pp |
| Annual return | 10.12% | 17.77%-7.7pp | 52.62%-42.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $844 | $2,819-70.1% | $4,767-82.3% | $2,790-69.7% |
| Participant deferral / active EE | $1,477 | $3,349-55.9% | $5,856-74.8% | $4,249-65.2% |
| Admin fee / account holder | $426 | $6,627-93.6% | $20,388-97.9% | $8,951-95.2% |