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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 | $16,244 | $48,314-66.4% | $67,561-76.0% | $80,925-79.9% |
| Participation rate | 32.7% | 66.4%-33.7pp | 72.9%-40.2pp | 67.7%-35.0pp |
| Annual return | 10.75% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $393 | $2,022-80.6% | $2,735-85.6% | $2,756-85.7% |
| Participant deferral / active EE | $1,215 | $2,927-58.5% | $4,003-69.6% | $4,299-71.7% |
| Admin fee / account holder | $1,010 | $3,690-72.6% | $4,006-74.8% | $6,940-85.4% |