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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 | $42,569 | $76,834-44.6% | $108,359-60.7% | $87,485-51.3% |
| Participation rate | 41.4% | 61.7%-20.3pp | 70.1%-28.7pp | 68.9%-27.6pp |
| Annual return | 9.15% | 19.09%-9.9pp | 36.89%-27.7pp | 26.06%-16.9pp |
| Employer contribution / active EE | $331 | $1,556-78.7% | $2,399-86.2% | $2,596-87.2% |
| Participant deferral / active EE | $2,299 | $3,100-25.8% | $4,137-44.4% | $4,274-46.2% |
| Admin fee / account holder | $1,871 | $6,537-71.4% | $9,741-80.8% | $7,775-75.9% |