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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 | $37,875 | $37,156+1.9% | $83,854-54.8% | $86,983-56.5% |
| Participation rate | 16.3% | 49.1%-32.8pp | 59.1%-42.8pp | 69.5%-53.3pp |
| Annual return | 11.32% | 29.88%-18.6pp | 31.39%-20.1pp | 25.83%-14.5pp |
| Employer contribution / active EE | $229 | $661-65.4% | $1,017-77.5% | $2,584-91.1% |
| Participant deferral / active EE | $414 | $1,418-70.8% | $2,035-79.7% | $4,194-90.1% |
| Admin fee / account holder | $781 | $2,510-68.9% | $3,197-75.6% | $7,856-90.1% |