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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 | $47,044 | $43,075+9.2% | $74,577-36.9% | $62,881-25.2% |
| Participation rate | 27.3% | 58.1%-30.8pp | 68.1%-40.8pp | 69.3%-42.0pp |
| Annual return | 0.10% | 17.50%-17.4pp | 20.47%-20.4pp | 20.14%-20.0pp |
| Employer contribution / active EE | $566 | $1,498-62.2% | $2,525-77.6% | $2,281-75.2% |
| Participant deferral / active EE | $1,170 | $2,389-51.0% | $3,458-66.2% | $3,203-63.5% |
| Admin fee / account holder | $448 | $2,840-84.2% | $4,138-89.2% | $4,296-89.6% |