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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 | $24,049 | $36,948-34.9% | $73,658-67.4% | $87,485-72.5% |
| Participation rate | 35.9% | 46.8%-10.9pp | 57.0%-21.1pp | 68.9%-33.0pp |
| Annual return | 13.31% | 28.64%-15.3pp | 29.72%-16.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $56 | $670-91.6% | $1,032-94.6% | $2,596-97.8% |
| Participant deferral / active EE | $741 | $1,379-46.2% | $2,062-64.0% | $4,274-82.7% |
| Admin fee / account holder | $941 | $2,531-62.8% | $3,357-72.0% | $7,775-87.9% |