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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 | $40,373 | $86,949-53.6% | $102,460-60.6% | $80,959-50.1% |
| Participation rate | 45.9% | 72.4%-26.4pp | 76.5%-30.6pp | 67.7%-21.7pp |
| Annual return | 10.20% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,137 | $2,370-52.0% | $3,025-62.4% | $2,757-58.8% |
| Participant deferral / active EE | $1,937 | $4,121-53.0% | $5,056-61.7% | $4,300-55.0% |
| Admin fee / account holder | $840 | $8,048-89.6% | $9,460-91.1% | $6,925-87.9% |