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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 | $47,310 | $78,015-39.4% | $178,505-73.5% | $80,959-41.6% |
| Participation rate | 40.4% | 65.7%-25.2pp | 77.1%-36.7pp | 67.7%-27.2pp |
| Annual return | 9.67% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $874 | $2,281-61.7% | $3,955-77.9% | $2,757-68.3% |
| Participant deferral / active EE | $2,395 | $4,406-45.6% | $6,280-61.9% | $4,300-44.3% |
| Admin fee / account holder | $1,226 | $7,160-82.9% | $10,428-88.2% | $6,925-82.3% |