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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 | $23,611 | $54,763-56.9% | $90,324-73.9% | $72,976-67.6% |
| Participation rate | 31.0% | 65.2%-34.1pp | 73.3%-42.2pp | 69.5%-38.5pp |
| Annual return | 4.99% | 30.63%-25.6pp | 78.15%-73.2pp | 81.02%-76.0pp |
| Employer contribution / active EE | $230 | $2,093-89.0% | $2,856-92.0% | $2,440-90.6% |
| Participant deferral / active EE | $1,192 | $2,887-58.7% | $3,885-69.3% | $3,608-67.0% |
| Admin fee / account holder | $963 | $3,973-75.8% | $5,356-82.0% | $5,124-81.2% |