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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 | $17,385 | $49,249-64.7% | $70,476-75.3% | $79,852-78.2% |
| Participation rate | 49.2% | 69.2%-20.0pp | 75.1%-25.9pp | 69.6%-20.4pp |
| Annual return | 0.82% | 30.09%-29.3pp | 109.12%-108.3pp | 31.72%-30.9pp |
| Employer contribution / active EE | $739 | $2,100-64.8% | $2,738-73.0% | $2,471-70.1% |
| Participant deferral / active EE | $1,904 | $2,769-31.2% | $3,710-48.7% | $3,740-49.1% |
| Admin fee / account holder | $651 | $2,878-77.4% | $3,847-83.1% | $5,306-87.7% |