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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 | $33,505 | $75,541-55.6% | $152,093-78.0% | $82,637-59.5% |
| Participation rate | 43.1% | 66.5%-23.4pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 11.76% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,036 | $2,622-60.5% | $4,175-75.2% | $2,552-59.4% |
| Participant deferral / active EE | $1,552 | $3,206-51.6% | $5,451-71.5% | $4,126-62.4% |
| Admin fee / account holder | $2,108 | $6,405-67.1% | $14,497-85.5% | $7,339-71.3% |