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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 | $30,957 | $48,300-35.9% | $40,145,923-99.9% | $62,881-50.8% |
| Participation rate | 58.6% | 62.0%-3.4pp | 68.4%-9.8pp | 69.3%-10.7pp |
| Annual return | 1.99% | 6.95%-5.0pp | 5.24%-3.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,436 | $1,333+7.7% | $1,844-22.1% | $2,281-37.0% |
| Participant deferral / active EE | $1,827 | $2,388-23.5% | $2,591-29.5% | $3,203-42.9% |
| Admin fee / account holder | $344 | $2,919-88.2% | $2,903-88.1% | $4,296-92.0% |