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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 | $51,894 | $72,273-28.2% | $101,275-48.8% | $79,856-35.0% |
| Participation rate | 37.0% | 68.5%-31.4pp | 75.8%-38.8pp | 69.6%-32.6pp |
| Annual return | 7.68% | 22.30%-14.6pp | 46.48%-38.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,089 | $2,691-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $1,885 | $3,282-42.6% | $4,371-56.9% | $3,741-49.6% |
| Admin fee / account holder | $905 | $4,401-79.4% | $5,948-84.8% | $5,306-82.9% |