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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 | $35,857 | $81,276-55.9% | $155,574-77.0% | $80,925-55.7% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 7.22% | 33.36%-26.1pp | 64.87%-57.7pp | 35.65%-28.4pp |
| Employer contribution / active EE | $777 | $3,103-75.0% | $4,676-83.4% | $2,756-71.8% |
| Participant deferral / active EE | $2,719 | $3,453-21.3% | $5,629-51.7% | $4,299-36.8% |
| Admin fee / account holder | $1,787 | $7,993-77.6% | $15,914-88.8% | $6,940-74.2% |