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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 | $33,819 | $77,814-56.5% | $158,223-78.6% | $86,983-61.1% |
| Participation rate | 29.1% | 68.4%-39.3pp | 79.2%-50.1pp | 69.5%-40.5pp |
| Annual return | 8.60% | 30.54%-21.9pp | 52.09%-43.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $347 | $2,592-86.6% | $4,109-91.6% | $2,584-86.6% |
| Participant deferral / active EE | $2,181 | $3,270-33.3% | $5,467-60.1% | $4,194-48.0% |
| Admin fee / account holder | $2,891 | $5,879-50.8% | $16,047-82.0% | $7,856-63.2% |