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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 | $32,444 | $70,435-53.9% | $96,575-66.4% | $85,856-62.2% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 8.60% | 18.59%-10.0pp | 37.79%-29.2pp | 318.58%-310.0pp |
| Employer contribution / active EE | $606 | $1,413-57.1% | $2,357-74.3% | $2,565-76.4% |
| Participant deferral / active EE | $1,345 | $2,894-53.5% | $3,849-65.1% | $3,952-66.0% |
| Admin fee / account holder | $1,209 | $4,997-75.8% | $6,182-80.4% | $6,261-80.7% |