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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 | $17,030 | $52,279-67.4% | $89,435-81.0% | $79,856-78.7% |
| Participation rate | 28.9% | 57.5%-28.6pp | 68.0%-39.0pp | 69.6%-40.7pp |
| Annual return | 10.38% | 22.16%-11.8pp | 245.55%-235.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $417 | $1,572-73.4% | $2,587-83.9% | $2,471-83.1% |
| Participant deferral / active EE | $1,941 | $2,740-29.2% | $3,890-50.1% | $3,741-48.1% |
| Admin fee / account holder | $307 | $3,356-90.9% | $4,884-93.7% | $5,306-94.2% |