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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 | $39,668 | $62,672-36.7% | $185,117-78.6% | $70,126-43.4% |
| Participation rate | 46.7% | 63.8%-17.1pp | 77.3%-30.6pp | 69.5%-22.9pp |
| Annual return | 10.75% | 40.79%-30.0pp | 40.50%-29.7pp | 73.15%-62.4pp |
| Employer contribution / active EE | $584 | $1,753-66.7% | $4,182-86.0% | $2,343-75.1% |
| Participant deferral / active EE | $1,544 | $3,272-52.8% | $5,045-69.4% | $3,332-53.7% |
| Admin fee / account holder | $2,518 | $3,932-36.0% | $8,159-69.1% | $4,645-45.8% |