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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 | $35,950 | $60,349-40.4% | $74,184-51.5% | $62,881-42.8% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 4.44% | 21.38%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,433 | $1,680-14.7% | $2,370-39.6% | $2,281-37.2% |
| Participant deferral / active EE | $2,876 | $2,856+0.7% | $3,550-19.0% | $3,203-10.2% |
| Admin fee / account holder | $795 | $4,261-81.4% | $5,586-85.8% | $4,296-81.5% |