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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 | $34,441 | $78,015-55.9% | $178,505-80.7% | $80,959-57.5% |
| Participation rate | 53.7% | 65.7%-12.0pp | 77.1%-23.5pp | 67.7%-14.0pp |
| Annual return | 10.50% | 18.10%-7.6pp | 27.16%-16.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $607 | $2,281-73.4% | $3,955-84.6% | $2,757-78.0% |
| Participant deferral / active EE | $2,556 | $4,406-42.0% | $6,280-59.3% | $4,300-40.6% |
| Admin fee / account holder | $1,408 | $7,160-80.3% | $10,428-86.5% | $6,925-79.7% |