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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 | $53,356 | $81,331-34.4% | $155,534-65.7% | $80,935-34.1% |
| Participation rate | 19.0% | 66.3%-47.2pp | 78.2%-59.2pp | 67.7%-48.6pp |
| Annual return | 8.01% | 33.37%-25.4pp | 64.92%-56.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $436 | $3,105-86.0% | $4,675-90.7% | $2,757-84.2% |
| Participant deferral / active EE | $1,352 | $3,454-60.9% | $5,630-76.0% | $4,299-68.6% |
| Admin fee / account holder | $4,868 | $7,999-39.1% | $15,900-69.4% | $6,924-29.7% |