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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 | $25,360 | $81,358-68.8% | $155,556-83.7% | $80,959-68.7% |
| Participation rate | 28.1% | 66.3%-38.1pp | 78.2%-50.1pp | 67.7%-39.5pp |
| Annual return | 8.59% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,170 | $3,106-62.3% | $4,675-75.0% | $2,757-57.5% |
| Participant deferral / active EE | $1,604 | $3,455-53.6% | $5,631-71.5% | $4,300-62.7% |
| Admin fee / account holder | $3,612 | $7,994-54.8% | $15,885-77.3% | $6,925-47.8% |