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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 | $33,178 | $75,541-56.1% | $152,093-78.2% | $82,637-59.9% |
| Participation rate | 52.4% | 66.5%-14.2pp | 77.8%-25.4pp | 68.1%-15.7pp |
| Annual return | 8.87% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.6pp |
| Employer contribution / active EE | $1,004 | $2,622-61.7% | $4,175-75.9% | $2,552-60.6% |
| Participant deferral / active EE | $4,320 | $3,206+34.8% | $5,451-20.7% | $4,126+4.7% |
| Admin fee / account holder | $2,514 | $6,405-60.7% | $14,497-82.7% | $7,339-65.7% |