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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 | $41,496 | $57,140-27.4% | $85,240-51.3% | $80,959-48.7% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 8.67% | 21.71%-13.0pp | 66.75%-58.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,044 | $1,802-42.0% | $2,735-61.8% | $2,757-62.1% |
| Participant deferral / active EE | $3,340 | $3,115+7.2% | $4,527-26.2% | $4,300-22.3% |
| Admin fee / account holder | $1,438 | $4,992-71.2% | $6,165-76.7% | $6,925-79.2% |