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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 | $31,651 | $56,060-43.5% | $76,002-58.4% | $80,874-60.9% |
| Participation rate | 26.1% | 62.0%-35.9pp | 69.1%-42.9pp | 67.6%-41.5pp |
| Annual return | 8.50% | 20.54%-12.0pp | 360.07%-351.6pp | 35.62%-27.1pp |
| Employer contribution / active EE | $869 | $1,873-53.6% | $2,688-67.7% | $2,756-68.5% |
| Participant deferral / active EE | $1,857 | $3,051-39.1% | $4,257-56.4% | $4,297-56.8% |
| Admin fee / account holder | $3,845 | $5,237-26.6% | $6,414-40.1% | $6,935-44.6% |