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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 | $29,037 | $68,852-57.8% | $120,524-75.9% | $80,925-64.1% |
| Participation rate | 36.4% | 61.6%-25.3pp | 71.9%-35.6pp | 67.7%-31.3pp |
| Annual return | 10.10% | 23.67%-13.6pp | 107.36%-97.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $669 | $2,063-67.6% | $3,469-80.7% | $2,756-75.7% |
| Participant deferral / active EE | $1,537 | $3,187-51.8% | $4,994-69.2% | $4,299-64.2% |
| Admin fee / account holder | $4,854 | $5,781-16.0% | $9,440-48.6% | $6,940-30.1% |