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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 | $57,735 | $78,670-26.6% | $109,173-47.1% | $85,847-32.7% |
| Participation rate | 39.5% | 68.3%-28.7pp | 75.9%-36.3pp | 69.3%-29.8pp |
| Annual return | 11.15% | 25.09%-13.9pp | 25.75%-14.6pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,146 | $2,734-58.1% | $3,723-69.2% | $2,565-55.3% |
| Participant deferral / active EE | $2,435 | $3,467-29.8% | $4,654-47.7% | $3,952-38.4% |
| Admin fee / account holder | $709 | $5,469-87.0% | $6,755-89.5% | $6,261-88.7% |