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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 | $43,785 | $81,476-46.3% | $102,383-57.2% | $80,925-45.9% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 9.04% | 25.59%-16.6pp | 24.94%-15.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,044 | $3,105-66.4% | $3,870-73.0% | $2,756-62.1% |
| Participant deferral / active EE | $2,047 | $3,871-47.1% | $5,060-59.5% | $4,299-52.4% |
| Admin fee / account holder | $1,700 | $6,717-74.7% | $8,391-79.7% | $6,940-75.5% |