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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 | $55,876 | $77,814-28.2% | $158,223-64.7% | $86,983-35.8% |
| Participation rate | 37.5% | 68.4%-30.9pp | 79.2%-41.7pp | 69.5%-32.0pp |
| Annual return | 11.35% | 30.54%-19.2pp | 52.09%-40.7pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,106 | $2,592-57.3% | $4,109-73.1% | $2,584-57.2% |
| Participant deferral / active EE | $1,858 | $3,270-43.2% | $5,467-66.0% | $4,194-55.7% |
| Admin fee / account holder | $1,447 | $5,879-75.4% | $16,047-91.0% | $7,856-81.6% |