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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 | $32,531 | $78,015-58.3% | $178,505-81.8% | $80,959-59.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 10.55% | 18.10%-7.6pp | 27.16%-16.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,199 | $2,281-47.4% | $3,955-69.7% | $2,757-56.5% |
| Participant deferral / active EE | $1,813 | $4,406-58.8% | $6,280-71.1% | $4,300-57.8% |
| Admin fee / account holder | $3,188 | $7,160-55.5% | $10,428-69.4% | $6,925-54.0% |