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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 | $39,416 | $81,358-51.6% | $155,556-74.7% | $80,959-51.3% |
| Participation rate | 21.3% | 66.3%-45.0pp | 78.2%-56.9pp | 67.7%-46.4pp |
| Annual return | 7.05% | 33.39%-26.3pp | 64.84%-57.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,199 | $3,106-61.4% | $4,675-74.4% | $2,757-56.5% |
| Participant deferral / active EE | $1,789 | $3,455-48.2% | $5,631-68.2% | $4,300-58.4% |
| Admin fee / account holder | $1,786 | $7,994-77.7% | $15,885-88.8% | $6,925-74.2% |