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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 | $26,213 | $54,541-51.9% | $78,778-66.7% | $70,131-62.6% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 9.85% | 21.07%-11.2pp | 35.62%-25.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $211 | $1,089-80.6% | $1,986-89.4% | $2,342-91.0% |
| Participant deferral / active EE | $999 | $2,210-54.8% | $2,958-66.2% | $3,332-70.0% |
| Admin fee / account holder | $371 | $3,709-90.0% | $5,134-92.8% | $4,645-92.0% |