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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 | $81,446-31.2% | $103,374-45.8% | $80,874-30.8% |
| Participation rate | 35.9% | 66.9%-31.0pp | 74.5%-38.6pp | 67.6%-31.7pp |
| Annual return | 9.95% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,072 | $3,107-65.5% | $3,869-72.3% | $2,756-61.1% |
| Participant deferral / active EE | $1,750 | $3,870-54.8% | $5,058-65.4% | $4,297-59.3% |
| Admin fee / account holder | $4,222 | $6,715-37.1% | $8,394-49.7% | $6,935-39.1% |