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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 | $4,559 | $25,014-81.8% | $69,623-93.5% | $80,935-94.4% |
| Participation rate | 54.7% | 64.2%-9.5pp | 66.4%-11.7pp | 67.7%-13.0pp |
| Annual return | 11.04% | 19.08%-8.0pp | 101.23%-90.2pp | 35.66%-24.6pp |
| Employer contribution / active EE | $502 | $991-49.4% | $1,709-70.6% | $2,757-81.8% |
| Participant deferral / active EE | $957 | $1,840-48.0% | $2,890-66.9% | $4,299-77.7% |
| Admin fee / account holder | $310 | $2,491-87.6% | $4,696-93.4% | $6,924-95.5% |