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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 | $55,232 | $66,275-16.7% | $163,379-66.2% | $64,097-13.8% |
| Participation rate | 26.5% | 54.1%-27.6pp | 76.8%-50.4pp | 55.2%-28.7pp |
| Annual return | 8.96% | 32.72%-23.8pp | 63.41%-54.5pp | 34.64%-25.7pp |
| Employer contribution / active EE | $690 | $1,521-54.6% | $3,752-81.6% | $1,891-63.5% |
| Participant deferral / active EE | $1,459 | $3,126-53.3% | $6,282-76.8% | $3,080-52.6% |
| Admin fee / account holder | $2,445 | $4,569-46.5% | $9,818-75.1% | $3,454-29.2% |