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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 | $44,704 | $71,215-37.2% | $93,696-52.3% | $80,935-44.8% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.5pp | 67.7%-21.4pp |
| Annual return | 7.34% | 11.27%-3.9pp | 133.74%-126.4pp | 35.66%-28.3pp |
| Employer contribution / active EE | $386 | $1,565-75.3% | $2,422-84.1% | $2,757-86.0% |
| Participant deferral / active EE | $2,167 | $4,037-46.3% | $4,417-50.9% | $4,299-49.6% |
| Admin fee / account holder | $3,033 | $6,958-56.4% | $8,287-63.4% | $6,924-56.2% |