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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 | $31,406 | $57,140-45.0% | $85,240-63.2% | $80,959-61.2% |
| Participation rate | 28.8% | 56.4%-27.6pp | 67.5%-38.7pp | 67.7%-38.8pp |
| Annual return | 10.03% | 21.71%-11.7pp | 66.75%-56.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $538 | $1,802-70.2% | $2,735-80.3% | $2,757-80.5% |
| Participant deferral / active EE | $885 | $3,115-71.6% | $4,527-80.4% | $4,300-79.4% |
| Admin fee / account holder | $2,683 | $4,992-46.2% | $6,165-56.5% | $6,925-61.3% |