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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 | $40,639 | $84,236-51.8% | $170,435-76.2% | $70,126-42.0% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 11.45% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $474 | $3,387-86.0% | $5,432-91.3% | $2,343-79.8% |
| Participant deferral / active EE | $1,356 | $3,086-56.1% | $4,939-72.6% | $3,332-59.3% |
| Admin fee / account holder | $475 | $5,698-91.7% | $13,881-96.6% | $4,645-89.8% |