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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 | $37,170 | $73,981-49.8% | $105,754-64.9% | $62,881-40.9% |
| Participation rate | 45.3% | 71.7%-26.3pp | 78.9%-33.6pp | 69.3%-24.0pp |
| Annual return | 4.72% | 17.60%-12.9pp | 12.25%-7.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,150 | $2,856-59.7% | $4,079-71.8% | $2,281-49.6% |
| Participant deferral / active EE | $2,062 | $4,038-48.9% | $5,326-61.3% | $3,203-35.6% |
| Admin fee / account holder | $1,266 | $5,976-78.8% | $8,309-84.8% | $4,296-70.5% |