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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 | $27,921 | $62,592-55.4% | $85,709-67.4% | $85,847-67.5% |
| Participation rate | 41.7% | 61.1%-19.5pp | 69.9%-28.2pp | 69.3%-27.7pp |
| Annual return | 9.97% | 23.77%-13.8pp | 21.49%-11.5pp | 318.61%-308.6pp |
| Employer contribution / active EE | $798 | $1,755-54.6% | $2,619-69.5% | $2,565-68.9% |
| Participant deferral / active EE | $1,369 | $2,802-51.1% | $3,924-65.1% | $3,952-65.4% |
| Admin fee / account holder | $417 | $4,643-91.0% | $6,876-93.9% | $6,261-93.3% |