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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 | $38,752 | $106,749-63.7% | $145,433-73.4% | $82,448-53.0% |
| Participation rate | 56.5% | 75.6%-19.1pp | 82.1%-25.6pp | 68.1%-11.5pp |
| Annual return | 12.48% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,289 | $3,444-62.6% | $4,554-71.7% | $2,551-49.5% |
| Participant deferral / active EE | $2,745 | $6,519-57.9% | $7,897-65.2% | $4,139-33.7% |
| Admin fee / account holder | $1,368 | $8,390-83.7% | $13,129-89.6% | $7,234-81.1% |