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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 | $59,027 | $71,230-17.1% | $93,727-37.0% | $80,959-27.1% |
| Participation rate | 28.2% | 60.4%-32.2pp | 68.7%-40.5pp | 67.7%-39.5pp |
| Annual return | 8.06% | 11.26%-3.2pp | 133.83%-125.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $405 | $1,565-74.1% | $2,421-83.3% | $2,757-85.3% |
| Participant deferral / active EE | $2,628 | $4,037-34.9% | $4,417-40.5% | $4,300-38.9% |
| Admin fee / account holder | $2,052 | $6,961-70.5% | $8,292-75.3% | $6,925-70.4% |