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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 | $16,481 | $51,638-68.1% | $68,368-75.9% | $82,448-80.0% |
| Participation rate | 25.4% | 63.6%-38.2pp | 73.8%-48.4pp | 68.1%-42.7pp |
| Annual return | 12.56% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $271 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $573 | $2,914-80.3% | $4,123-86.1% | $4,139-86.2% |
| Admin fee / account holder | $3,723 | $4,643-19.8% | $5,150-27.7% | $7,234-48.5% |