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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 | $47,783 | $73,978-35.4% | $96,515-50.5% | $75,173-36.4% |
| Participation rate | 44.6% | 66.4%-21.8pp | 74.3%-29.7pp | 67.2%-22.6pp |
| Annual return | 8.92% | 26.72%-17.8pp | 35.73%-26.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $882 | $2,931-69.9% | $3,740-76.4% | $2,671-67.0% |
| Participant deferral / active EE | $2,006 | $3,660-45.2% | $4,880-58.9% | $4,126-51.4% |
| Admin fee / account holder | $1,307 | $5,219-75.0% | $6,735-80.6% | $5,651-76.9% |