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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 | $32,912 | $86,938-62.1% | $102,423-67.9% | $80,925-59.3% |
| Participation rate | 35.4% | 72.4%-37.0pp | 76.5%-41.1pp | 67.7%-32.2pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,083 | $2,369-54.3% | $3,023-64.2% | $2,756-60.7% |
| Participant deferral / active EE | $2,313 | $4,120-43.9% | $5,054-54.2% | $4,299-46.2% |
| Admin fee / account holder | $609 | $8,053-92.4% | $9,455-93.6% | $6,940-91.2% |