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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 | $37,226 | $91,051-59.1% | $88,497-57.9% | $55,167-32.5% |
| Participation rate | 56.8% | 79.5%-22.8pp | 82.4%-25.6pp | 69.0%-12.2pp |
| Annual return | 3.08% | 9.63%-6.5pp | 7.63%-4.6pp | 169.23%-166.2pp |
| Employer contribution / active EE | $1,328 | $3,430-61.3% | $4,036-67.1% | $1,963-32.3% |
| Participant deferral / active EE | $2,923 | $4,954-41.0% | $4,899-40.3% | $3,054-4.3% |
| Admin fee / account holder | $6,310 | $539+1071.7% | $6,220+1.5% | $504+1152.2% |