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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 | $41,799 | $81,504-48.7% | $102,437-59.2% | $80,959-48.4% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 10.38% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,257 | $3,104-59.5% | $3,871-67.5% | $2,757-54.4% |
| Participant deferral / active EE | $2,403 | $3,871-37.9% | $5,060-52.5% | $4,300-44.1% |
| Admin fee / account holder | $4,351 | $6,719-35.2% | $8,388-48.1% | $6,925-37.2% |