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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 | $64,735 | $81,358-20.4% | $155,556-58.4% | $80,959-20.0% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 0.24% | 33.39%-33.1pp | 64.84%-64.6pp | 35.67%-35.4pp |
| Employer contribution / active EE | $1,434 | $3,106-53.8% | $4,675-69.3% | $2,757-48.0% |
| Participant deferral / active EE | $2,406 | $3,455-30.4% | $5,631-57.3% | $4,300-44.1% |
| Admin fee / account holder | $5,348 | $7,994-33.1% | $15,885-66.3% | $6,925-22.8% |