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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 | $30,134 | $57,119-47.2% | $85,187-64.6% | $80,935-62.8% |
| Participation rate | 31.7% | 56.4%-24.7pp | 67.5%-35.8pp | 67.7%-36.0pp |
| Annual return | 8.36% | 21.70%-13.3pp | 66.67%-58.3pp | 35.66%-27.3pp |
| Employer contribution / active EE | $683 | $1,802-62.1% | $2,732-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $1,401 | $3,115-55.0% | $4,525-69.0% | $4,299-67.4% |
| Admin fee / account holder | $313 | $4,990-93.7% | $6,162-94.9% | $6,924-95.5% |