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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 | $31,423 | $89,370-64.8% | $141,197-77.7% | $72,976-56.9% |
| Participation rate | 52.3% | 75.1%-22.8pp | 82.5%-30.2pp | 69.5%-17.2pp |
| Annual return | 18.70% | 111.88%-93.2pp | 71.41%-52.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,038 | $3,115-66.7% | $4,736-78.1% | $2,440-57.4% |
| Participant deferral / active EE | $2,385 | $5,419-56.0% | $6,710-64.5% | $3,608-33.9% |
| Admin fee / account holder | $937 | $5,957-84.3% | $10,265-90.9% | $5,124-81.7% |