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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 | $52,811 | $57,590-8.3% | $86,233-38.8% | $82,448-35.9% |
| Participation rate | 32.6% | 57.9%-25.3pp | 69.0%-36.5pp | 68.1%-35.5pp |
| Annual return | 9.64% | 22.41%-12.8pp | 61.39%-51.7pp | 41.64%-32.0pp |
| Employer contribution / active EE | $496 | $1,655-70.0% | $2,504-80.2% | $2,551-80.6% |
| Participant deferral / active EE | $1,862 | $3,080-39.6% | $4,559-59.2% | $4,139-55.0% |
| Admin fee / account holder | $22,940 | $4,730+385.0% | $8,342+175.0% | $7,234+217.1% |