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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 | $28,468 | $57,073-50.1% | $85,126-66.6% | $80,925-64.8% |
| Participation rate | 43.0% | 56.4%-13.4pp | 67.5%-24.5pp | 67.7%-24.6pp |
| Annual return | 10.07% | 21.69%-11.6pp | 66.63%-56.6pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,028 | $1,801-42.9% | $2,731-62.4% | $2,756-62.7% |
| Participant deferral / active EE | $1,837 | $3,113-41.0% | $4,523-59.4% | $4,299-57.3% |
| Admin fee / account holder | $2,191 | $4,988-56.1% | $6,160-64.4% | $6,940-68.4% |