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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 | $26,459 | $71,197-62.8% | $93,669-71.8% | $80,925-67.3% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.0pp | 67.7%-19.9pp |
| Annual return | 0.96% | 11.27%-10.3pp | 133.59%-132.6pp | 35.65%-34.7pp |
| Employer contribution / active EE | $569 | $1,565-63.6% | $2,424-76.5% | $2,756-79.4% |
| Participant deferral / active EE | $4,018 | $4,036-0.4% | $4,416-9.0% | $4,299-6.5% |
| Admin fee / account holder | $1,389 | $6,959-80.0% | $8,291-83.2% | $6,940-80.0% |