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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 | $35,033 | $71,230-50.8% | $93,727-62.6% | $80,959-56.7% |
| Participation rate | 16.3% | 60.4%-44.1pp | 68.7%-52.4pp | 67.7%-51.4pp |
| Annual return | 9.11% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $898 | $1,565-42.6% | $2,421-62.9% | $2,757-67.4% |
| Participant deferral / active EE | $1,525 | $4,037-62.2% | $4,417-65.5% | $4,300-64.5% |
| Admin fee / account holder | $667 | $6,961-90.4% | $8,292-92.0% | $6,925-90.4% |