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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 | $48,337-66.4% | $67,560-76.0% | $80,959-79.9% |
| Participation rate | 32.7% | 66.4%-33.8pp | 72.9%-40.3pp | 67.7%-35.0pp |
| Annual return | 10.75% | 18.26%-7.5pp | 3533.50%-3522.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $393 | $2,023-80.6% | $2,737-85.6% | $2,757-85.7% |
| Participant deferral / active EE | $1,215 | $2,928-58.5% | $4,004-69.7% | $4,300-71.7% |
| Admin fee / account holder | $1,010 | $3,695-72.7% | $3,994-74.7% | $6,925-85.4% |