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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 | $52,088 | $81,276-35.9% | $155,574-66.5% | $80,925-35.6% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 8.87% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $433 | $3,103-86.0% | $4,676-90.7% | $2,756-84.3% |
| Participant deferral / active EE | $1,461 | $3,453-57.7% | $5,629-74.0% | $4,299-66.0% |
| Admin fee / account holder | $1,822 | $7,993-77.2% | $15,914-88.6% | $6,940-73.8% |