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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 | $55,999 | $81,504-31.3% | $102,437-45.3% | $80,959-30.8% |
| Participation rate | 35.9% | 66.9%-31.0pp | 74.5%-38.6pp | 67.7%-31.8pp |
| Annual return | 9.95% | 25.60%-15.6pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,072 | $3,104-65.5% | $3,871-72.3% | $2,757-61.1% |
| Participant deferral / active EE | $1,750 | $3,871-54.8% | $5,060-65.4% | $4,300-59.3% |
| Admin fee / account holder | $4,222 | $6,719-37.2% | $8,388-49.7% | $6,925-39.0% |