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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 | $12,557 | $77,920-83.9% | $149,723-91.6% | $75,177-83.3% |
| Participation rate | 40.8% | 65.6%-24.8pp | 78.8%-38.0pp | 67.2%-26.4pp |
| Annual return | 8.93% | 31.72%-22.8pp | 134.50%-125.6pp | 160.75%-151.8pp |
| Employer contribution / active EE | $746 | $3,138-76.2% | $4,821-84.5% | $2,671-72.1% |
| Participant deferral / active EE | $1,151 | $3,411-66.3% | $5,682-79.8% | $4,126-72.1% |
| Admin fee / account holder | $440 | $5,951-92.6% | $13,215-96.7% | $5,651-92.2% |