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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 | $46,355 | $87,106-46.8% | $105,607-56.1% | $80,935-42.7% |
| Participation rate | 26.7% | 70.4%-43.8pp | 75.3%-48.6pp | 67.7%-41.0pp |
| Annual return | 8.30% | 17.01%-8.7pp | 116.11%-107.8pp | 35.66%-27.4pp |
| Employer contribution / active EE | $736 | $2,396-69.3% | $3,167-76.8% | $2,757-73.3% |
| Participant deferral / active EE | $2,562 | $3,986-35.7% | $5,011-48.9% | $4,299-40.4% |
| Admin fee / account holder | $2,982 | $8,447-64.7% | $10,958-72.8% | $6,924-56.9% |