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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 | $35,052 | $77,814-55.0% | $158,223-77.8% | $86,983-59.7% |
| Participation rate | 39.8% | 68.4%-28.6pp | 79.2%-39.4pp | 69.5%-29.7pp |
| Annual return | 11.43% | 30.54%-19.1pp | 52.09%-40.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $592 | $2,592-77.1% | $4,109-85.6% | $2,584-77.1% |
| Participant deferral / active EE | $2,138 | $3,270-34.6% | $5,467-60.9% | $4,194-49.0% |
| Admin fee / account holder | $3,824 | $5,879-35.0% | $16,047-76.2% | $7,856-51.3% |