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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 | $32,166 | $48,364-33.5% | $71,796-55.2% | $62,881-48.8% |
| Participation rate | 48.9% | 60.6%-11.7pp | 69.1%-20.2pp | 69.3%-20.4pp |
| Annual return | 1.54% | 13.16%-11.6pp | 78.04%-76.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $601 | $1,042-42.3% | $1,924-68.7% | $2,281-73.6% |
| Participant deferral / active EE | $1,302 | $2,091-37.7% | $2,794-53.4% | $3,203-59.3% |
| Admin fee / account holder | $793 | $3,771-79.0% | $4,815-83.5% | $4,296-81.5% |