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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 | $29,987 | $69,590-56.9% | $136,867-78.1% | $94,015-68.1% |
| Participation rate | 40.0% | 66.3%-26.3pp | 74.5%-34.5pp | 70.8%-30.8pp |
| Annual return | 8.53% | 19.62%-11.1pp | 42.97%-34.4pp | 17.84%-9.3pp |
| Employer contribution / active EE | $367 | $2,396-84.7% | $3,547-89.7% | $2,790-86.9% |
| Participant deferral / active EE | $1,387 | $3,437-59.7% | $4,924-71.8% | $4,249-67.4% |
| Admin fee / account holder | $12,609 | $8,912+41.5% | $10,340+21.9% | $8,951+40.9% |