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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 | $32,401 | $77,908-58.4% | $149,696-78.4% | $75,173-56.9% |
| Participation rate | 16.2% | 65.6%-49.4pp | 78.8%-62.6pp | 67.2%-51.0pp |
| Annual return | 11.34% | 31.73%-20.4pp | 134.46%-123.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $592 | $3,138-81.1% | $4,821-87.7% | $2,671-77.8% |
| Participant deferral / active EE | $1,477 | $3,411-56.7% | $5,682-74.0% | $4,126-64.2% |
| Admin fee / account holder | $1,417 | $5,950-76.2% | $13,212-89.3% | $5,651-74.9% |