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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 | $43,115 | $67,602-36.2% | $82,312-47.6% | $70,126-38.5% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 7.41% | 21.57%-14.2pp | 25.88%-18.5pp | 73.15%-65.7pp |
| Employer contribution / active EE | $1,392 | $1,755-20.7% | $2,428-42.7% | $2,343-40.6% |
| Participant deferral / active EE | $2,323 | $2,987-22.2% | $3,706-37.3% | $3,332-30.3% |
| Admin fee / account holder | $478 | $4,512-89.4% | $5,608-91.5% | $4,645-89.7% |