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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 | $19,481 | $57,061-65.9% | $85,063-77.1% | $80,911-75.9% |
| Participation rate | 31.6% | 56.3%-24.8pp | 67.5%-35.9pp | 67.6%-36.1pp |
| Annual return | 9.63% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $422 | $1,799-76.5% | $2,727-84.5% | $2,756-84.7% |
| Participant deferral / active EE | $859 | $3,110-72.4% | $4,523-81.0% | $4,297-80.0% |
| Admin fee / account holder | $1,551 | $4,986-68.9% | $6,155-74.8% | $6,935-77.6% |