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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 | $35,052 | $106,749-67.2% | $145,433-75.9% | $82,448-57.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 11.79% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,446 | $3,444-58.0% | $4,554-68.3% | $2,551-43.3% |
| Participant deferral / active EE | $2,570 | $6,519-60.6% | $7,897-67.5% | $4,139-37.9% |
| Admin fee / account holder | $686 | $8,390-91.8% | $13,129-94.8% | $7,234-90.5% |