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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 | $29,707 | $68,880-56.9% | $120,580-75.4% | $80,959-63.3% |
| Participation rate | 27.3% | 61.7%-34.4pp | 72.0%-44.7pp | 67.7%-40.4pp |
| Annual return | 10.14% | 23.68%-13.5pp | 107.48%-97.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $824 | $2,066-60.1% | $3,469-76.2% | $2,757-70.1% |
| Participant deferral / active EE | $1,494 | $3,191-53.2% | $4,995-70.1% | $4,300-65.3% |
| Admin fee / account holder | $410 | $5,785-92.9% | $9,418-95.6% | $6,925-94.1% |