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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 | $30,106 | $71,057-57.6% | $93,654-67.9% | $80,874-62.8% |
| Participation rate | 15.8% | 60.4%-44.6pp | 68.7%-52.9pp | 67.6%-51.9pp |
| Annual return | 9.33% | 11.26%-1.9pp | 133.34%-124.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $371 | $1,564-76.3% | $2,421-84.7% | $2,756-86.6% |
| Participant deferral / active EE | $1,684 | $4,034-58.3% | $4,413-61.8% | $4,297-60.8% |
| Admin fee / account holder | $2,096 | $6,944-69.8% | $8,282-74.7% | $6,935-69.8% |