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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 | $28,236 | $46,534-39.3% | $64,097-55.9% | $75,177-62.4% |
| Participation rate | 43.7% | 65.9%-22.3pp | 72.3%-28.7pp | 67.2%-23.5pp |
| Annual return | 9.81% | 26.07%-16.3pp | 33.75%-23.9pp | 160.75%-150.9pp |
| Employer contribution / active EE | $601 | $1,976-69.6% | $2,750-78.1% | $2,671-77.5% |
| Participant deferral / active EE | $1,239 | $2,835-56.3% | $3,881-68.1% | $4,126-70.0% |
| Admin fee / account holder | $1,330 | $2,957-55.0% | $3,070-56.7% | $5,651-76.5% |