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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 | $40,806 | $81,504-49.9% | $102,437-60.2% | $80,959-49.6% |
| Participation rate | 48.7% | 66.9%-18.1pp | 74.5%-25.8pp | 67.7%-18.9pp |
| Annual return | 9.95% | 25.60%-15.6pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,376 | $3,104-55.7% | $3,871-64.4% | $2,757-50.1% |
| Participant deferral / active EE | $2,907 | $3,871-24.9% | $5,060-42.6% | $4,300-32.4% |
| Admin fee / account holder | $1,343 | $6,719-80.0% | $8,388-84.0% | $6,925-80.6% |