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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 | $30,502 | $81,358-62.5% | $155,556-80.4% | $80,959-62.3% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 8.01% | 33.39%-25.4pp | 64.84%-56.8pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,177 | $3,106-62.1% | $4,675-74.8% | $2,757-57.3% |
| Participant deferral / active EE | $1,293 | $3,455-62.6% | $5,631-77.0% | $4,300-69.9% |
| Admin fee / account holder | $3,628 | $7,994-54.6% | $15,885-77.2% | $6,925-47.6% |