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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 | $40,739 | $71,215-42.8% | $93,696-56.5% | $80,935-49.7% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.7%-29.7pp |
| Annual return | 9.23% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $903 | $1,565-42.3% | $2,422-62.7% | $2,757-67.2% |
| Participant deferral / active EE | $1,279 | $4,037-68.3% | $4,417-71.0% | $4,299-70.3% |
| Admin fee / account holder | $1,510 | $6,958-78.3% | $8,287-81.8% | $6,924-78.2% |