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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 | $39,350 | $68,880-42.9% | $120,580-67.4% | $80,959-51.4% |
| Participation rate | 50.8% | 61.7%-10.9pp | 72.0%-21.1pp | 67.7%-16.8pp |
| Annual return | 8.17% | 23.68%-15.5pp | 107.48%-99.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,013 | $2,066-51.0% | $3,469-70.8% | $2,757-63.3% |
| Participant deferral / active EE | $1,288 | $3,191-59.6% | $4,995-74.2% | $4,300-70.0% |
| Admin fee / account holder | $1,904 | $5,785-67.1% | $9,418-79.8% | $6,925-72.5% |