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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 | $15,501 | $59,839-74.1% | $81,991-81.1% | $79,852-80.6% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.3%-27.9pp | 69.6%-28.3pp |
| Annual return | 4.35% | 17.56%-13.2pp | 41.31%-37.0pp | 31.72%-27.4pp |
| Employer contribution / active EE | $1,018 | $1,713-40.6% | $2,498-59.3% | $2,471-58.8% |
| Participant deferral / active EE | $2,118 | $2,695-21.4% | $3,722-43.1% | $3,740-43.4% |
| Admin fee / account holder | $851 | $4,287-80.1% | $5,665-85.0% | $5,306-84.0% |