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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 | $49,788 | $81,504-38.9% | $102,437-51.4% | $80,959-38.5% |
| Participation rate | 41.3% | 66.9%-25.6pp | 74.5%-33.2pp | 67.7%-26.4pp |
| Annual return | 10.44% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,338 | $3,104-56.9% | $3,871-65.4% | $2,757-51.5% |
| Participant deferral / active EE | $2,590 | $3,871-33.1% | $5,060-48.8% | $4,300-39.8% |
| Admin fee / account holder | $3,454 | $6,719-48.6% | $8,388-58.8% | $6,925-50.1% |