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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 | $28,506 | $93,598-69.5% | $135,974-79.0% | $75,173-62.1% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.5pp |
| Annual return | 13.67% | 30.89%-17.2pp | 68.30%-54.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,670 | $3,538-52.8% | $4,859-65.6% | $2,671-37.5% |
| Participant deferral / active EE | $3,908 | $6,405-39.0% | $7,760-49.6% | $4,126-5.3% |
| Admin fee / account holder | $1,608 | $6,978-77.0% | $10,767-85.1% | $5,651-71.5% |