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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 | $56,588 | $81,487-30.6% | $102,412-44.7% | $80,935-30.1% |
| Participation rate | 42.4% | 66.8%-24.4pp | 74.5%-32.1pp | 67.7%-25.2pp |
| Annual return | 8.89% | 25.60%-16.7pp | 24.94%-16.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,306 | $3,103-57.9% | $3,870-66.3% | $2,757-52.6% |
| Participant deferral / active EE | $2,517 | $3,871-35.0% | $5,060-50.3% | $4,299-41.5% |
| Admin fee / account holder | $889 | $6,717-86.8% | $8,388-89.4% | $6,924-87.2% |