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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 | $36,757 | $58,493-37.2% | $84,021-56.3% | $72,975-49.6% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 15.25% | 28.93%-13.7pp | 71.32%-56.1pp | 81.01%-65.8pp |
| Employer contribution / active EE | $322 | $1,163-72.3% | $1,984-83.8% | $2,440-86.8% |
| Participant deferral / active EE | $1,652 | $2,394-31.0% | $3,239-49.0% | $3,608-54.2% |
| Admin fee / account holder | $1,468 | $4,569-67.9% | $6,102-75.9% | $5,124-71.3% |