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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 | $29,595 | $51,638-42.7% | $68,368-56.7% | $82,448-64.1% |
| Participation rate | 47.5% | 63.6%-16.2pp | 73.8%-26.3pp | 68.1%-20.6pp |
| Annual return | 9.08% | 37.53%-28.5pp | 292.57%-283.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $917 | $2,047-55.2% | $2,649-65.4% | $2,551-64.0% |
| Participant deferral / active EE | $2,211 | $2,914-24.1% | $4,123-46.4% | $4,139-46.6% |
| Admin fee / account holder | $449 | $4,643-90.3% | $5,150-91.3% | $7,234-93.8% |