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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 | $89,857 | $123,478-27.2% | $216,567-58.5% | $94,015-4.4% |
| Participation rate | 45.7% | 75.1%-29.4pp | 81.6%-35.9pp | 70.8%-25.1pp |
| Annual return | 0.40% | 23.61%-23.2pp | 12.94%-12.5pp | 17.84%-17.4pp |
| Employer contribution / active EE | $1,015 | $3,136-67.6% | $5,216-80.5% | $2,790-63.6% |
| Participant deferral / active EE | $2,390 | $4,556-47.6% | $6,191-61.4% | $4,249-43.8% |
| Admin fee / account holder | $657 | $12,753-94.8% | $21,981-97.0% | $8,951-92.7% |