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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 | $46,856 | $81,331-42.4% | $155,534-69.9% | $80,935-42.1% |
| Participation rate | 28.2% | 66.3%-38.0pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 9.62% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $557 | $3,105-82.1% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $1,222 | $3,454-64.6% | $5,630-78.3% | $4,299-71.6% |
| Admin fee / account holder | $2,248 | $7,999-71.9% | $15,900-85.9% | $6,924-67.5% |