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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 | $58,735 | $79,438-26.1% | $106,555-44.9% | $79,391-26.0% |
| Participation rate | 34.9% | 74.2%-39.2pp | 76.1%-41.2pp | 70.7%-35.8pp |
| Annual return | 10.18% | 18.27%-8.1pp | 26.80%-16.6pp | 116.88%-106.7pp |
| Employer contribution / active EE | $561 | $2,235-74.9% | $2,819-80.1% | $2,428-76.9% |
| Participant deferral / active EE | $1,962 | $3,824-48.7% | $4,399-55.4% | $4,046-51.5% |
| Admin fee / account holder | $7,218 | $523+1280.1% | $7,408-2.6% | $627+1052.1% |