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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 | $38,253 | $88,996-57.0% | $78,004-51.0% | $138,895-72.5% |
| Participation rate | 52.6% | 74.4%-21.7pp | 69.4%-16.8pp | 79.9%-27.3pp |
| Annual return | 6.94% | 28.03%-21.1pp | 31.07%-24.1pp | 145.39%-138.5pp |
| Employer contribution / active EE | $615 | $2,917-78.9% | $2,469-75.1% | $4,194-85.3% |
| Participant deferral / active EE | $1,959 | $4,724-58.5% | $4,092-52.1% | $6,396-69.4% |
| Admin fee / account holder | $6,570 | $8,807-25.4% | $7,578-13.3% | $12,562-47.7% |