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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 | $10,651 | $57,140-81.4% | $85,240-87.5% | $80,959-86.8% |
| Participation rate | 43.4% | 56.4%-13.0pp | 67.5%-24.1pp | 67.7%-24.2pp |
| Annual return | 8.84% | 21.71%-12.9pp | 66.75%-57.9pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,363 | $1,802-24.4% | $2,735-50.2% | $2,757-50.6% |
| Participant deferral / active EE | $2,793 | $3,115-10.4% | $4,527-38.3% | $4,300-35.1% |
| Admin fee / account holder | $4,595 | $4,992-8.0% | $6,165-25.5% | $6,925-33.7% |