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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 | $64,920-51.0% | $103,693-69.4% | $86,983-63.5% |
| Participation rate | 32.4% | 63.6%-31.2pp | 72.6%-40.2pp | 69.5%-37.1pp |
| Annual return | 11.14% | 30.29%-19.1pp | 47.61%-36.5pp | 25.83%-14.7pp |
| Employer contribution / active EE | $332 | $2,141-84.5% | $2,920-88.6% | $2,584-87.2% |
| Participant deferral / active EE | $1,194 | $3,241-63.1% | $4,579-73.9% | $4,194-71.5% |
| Admin fee / account holder | $429 | $6,191-93.1% | $7,858-94.5% | $7,856-94.5% |