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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 | $28,687 | $71,230-59.7% | $93,727-69.4% | $80,959-64.6% |
| Participation rate | 25.6% | 60.4%-34.8pp | 68.7%-43.1pp | 67.7%-42.1pp |
| Annual return | 9.21% | 11.26%-2.0pp | 133.83%-124.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $836 | $1,565-46.6% | $2,421-65.5% | $2,757-69.7% |
| Participant deferral / active EE | $1,276 | $4,037-68.4% | $4,417-71.1% | $4,300-70.3% |
| Admin fee / account holder | $888 | $6,961-87.2% | $8,292-89.3% | $6,925-87.2% |