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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 | $32,810 | $45,126-27.3% | $85,187-61.5% | $74,459-55.9% |
| Participation rate | 28.8% | 49.4%-20.5pp | 67.5%-38.7pp | 67.2%-38.4pp |
| Annual return | 5.87% | 26.30%-20.4pp | 66.67%-60.8pp | 1369.70%-1363.8pp |
| Employer contribution / active EE | $628 | $1,460-57.0% | $2,732-77.0% | $2,626-76.1% |
| Participant deferral / active EE | $997 | $2,738-63.6% | $4,525-78.0% | $4,350-77.1% |
| Admin fee / account holder | $1,088 | $2,212-50.8% | $6,162-82.3% | $1,945-44.1% |