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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 | $49,579 | $71,215-30.4% | $93,696-47.1% | $80,935-38.7% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.7%-32.4pp |
| Annual return | 9.29% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $692 | $1,565-55.8% | $2,422-71.4% | $2,757-74.9% |
| Participant deferral / active EE | $3,058 | $4,037-24.2% | $4,417-30.8% | $4,299-28.9% |
| Admin fee / account holder | $1,299 | $6,958-81.3% | $8,287-84.3% | $6,924-81.2% |