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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 | $30,713 | $57,073-46.2% | $85,126-63.9% | $80,925-62.0% |
| Participation rate | 41.2% | 56.4%-15.2pp | 67.5%-26.3pp | 67.7%-26.5pp |
| Annual return | 10.09% | 21.69%-11.6pp | 66.63%-56.5pp | 35.65%-25.6pp |
| Employer contribution / active EE | $781 | $1,801-56.6% | $2,731-71.4% | $2,756-71.7% |
| Participant deferral / active EE | $1,957 | $3,113-37.1% | $4,523-56.7% | $4,299-54.5% |
| Admin fee / account holder | $953 | $4,988-80.9% | $6,160-84.5% | $6,940-86.3% |