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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 | $45,111 | $55,902-19.3% | $76,030-40.7% | $80,959-44.3% |
| Participation rate | 41.7% | 62.1%-20.4pp | 69.1%-27.4pp | 67.7%-26.0pp |
| Annual return | 5.78% | 20.59%-14.8pp | 361.54%-355.8pp | 35.67%-29.9pp |
| Employer contribution / active EE | $1,014 | $1,867-45.7% | $2,688-62.3% | $2,757-63.2% |
| Participant deferral / active EE | $2,289 | $3,051-25.0% | $4,257-46.2% | $4,300-46.8% |
| Admin fee / account holder | $1,547 | $5,239-70.5% | $6,421-75.9% | $6,925-77.7% |