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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 | $31,781 | $61,125-48.0% | $94,057-66.2% | $87,485-63.7% |
| Participation rate | 32.4% | 64.1%-31.6pp | 73.3%-40.9pp | 68.9%-36.5pp |
| Annual return | 11.14% | 35.20%-24.1pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $332 | $2,136-84.5% | $2,933-88.7% | $2,596-87.2% |
| Participant deferral / active EE | $1,194 | $3,260-63.4% | $4,709-74.6% | $4,274-72.1% |
| Admin fee / account holder | $429 | $5,629-92.4% | $7,244-94.1% | $7,775-94.5% |