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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 | $45,577 | $51,638-11.7% | $129,406-64.8% | $80,959-43.7% |
| Participation rate | 30.8% | 56.9%-26.2pp | 69.6%-38.9pp | 67.7%-36.9pp |
| Annual return | 10.54% | 20.78%-10.2pp | 9468.18%-9457.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $380 | $1,584-76.0% | $4,155-90.9% | $2,757-86.2% |
| Participant deferral / active EE | $1,276 | $2,670-52.2% | $4,167-69.4% | $4,300-70.3% |
| Admin fee / account holder | $4,901 | $4,313+13.6% | $7,689-36.3% | $6,925-29.2% |