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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 | $43,233 | $72,607-40.5% | $90,259-52.1% | $87,485-50.6% |
| Participation rate | 29.4% | 64.8%-35.4pp | 70.7%-41.3pp | 68.9%-39.5pp |
| Annual return | 12.28% | 18.59%-6.3pp | 18.88%-6.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $879 | $1,919-54.2% | $2,291-61.6% | $2,596-66.1% |
| Participant deferral / active EE | $1,407 | $3,055-54.0% | $3,827-63.2% | $4,274-67.1% |
| Admin fee / account holder | $4,728 | $5,947-20.5% | $7,267-34.9% | $7,775-39.2% |