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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 | $38,222 | $93,598-59.2% | $135,974-71.9% | $75,173-49.2% |
| Participation rate | 27.5% | 75.2%-47.7pp | 81.9%-54.5pp | 67.2%-39.8pp |
| Annual return | 14.55% | 30.89%-16.3pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,093 | $3,538-69.1% | $4,859-77.5% | $2,671-59.1% |
| Participant deferral / active EE | $3,708 | $6,405-42.1% | $7,760-52.2% | $4,126-10.1% |
| Admin fee / account holder | $3,231 | $6,978-53.7% | $10,767-70.0% | $5,651-42.8% |