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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 | $78,690-78.7% | $161,489-89.6% | $87,485-80.9% |
| Participation rate | 32.8% | 67.5%-34.7pp | 78.7%-45.9pp | 68.9%-36.2pp |
| Annual return | 10.12% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $844 | $2,588-67.4% | $4,268-80.2% | $2,596-67.5% |
| Participant deferral / active EE | $1,477 | $3,311-55.4% | $5,630-73.8% | $4,274-65.4% |
| Admin fee / account holder | $426 | $6,724-93.7% | $16,006-97.3% | $7,775-94.5% |