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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 | $59,084 | $81,457-27.5% | $103,378-42.8% | $80,911-27.0% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 10.27% | 25.58%-15.3pp | 24.91%-14.6pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,010 | $3,107-67.5% | $3,870-73.9% | $2,756-63.3% |
| Participant deferral / active EE | $2,322 | $3,871-40.0% | $5,058-54.1% | $4,297-46.0% |
| Admin fee / account holder | $2,811 | $6,717-58.1% | $8,401-66.5% | $6,935-59.5% |