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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 | $14,858 | $75,541-80.3% | $152,093-90.2% | $82,637-82.0% |
| Participation rate | 38.5% | 66.5%-28.1pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 9.81% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $903 | $2,622-65.6% | $4,175-78.4% | $2,552-64.6% |
| Participant deferral / active EE | $1,416 | $3,206-55.8% | $5,451-74.0% | $4,126-65.7% |
| Admin fee / account holder | $1,133 | $6,405-82.3% | $14,497-92.2% | $7,339-84.6% |