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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 | $59,236 | $81,487-27.3% | $102,412-42.2% | $80,935-26.8% |
| Participation rate | 42.6% | 66.8%-24.3pp | 74.5%-32.0pp | 67.7%-25.1pp |
| Annual return | 8.78% | 25.60%-16.8pp | 24.94%-16.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,227 | $3,103-60.5% | $3,870-68.3% | $2,757-55.5% |
| Participant deferral / active EE | $2,051 | $3,871-47.0% | $5,060-59.5% | $4,299-52.3% |
| Admin fee / account holder | $1,679 | $6,717-75.0% | $8,388-80.0% | $6,924-75.8% |