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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 | $32,638 | $48,300-32.4% | $40,145,923-99.9% | $62,881-48.1% |
| Participation rate | 39.3% | 62.0%-22.8pp | 68.4%-29.1pp | 69.3%-30.0pp |
| Annual return | 0.27% | 6.95%-6.7pp | 5.24%-5.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,419 | $2,388-40.6% | $2,591-45.2% | $3,203-55.7% |
| Admin fee / account holder | $2,037 | $2,919-30.2% | $2,903-29.8% | $4,296-52.6% |