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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 | $52,046 | $81,487-36.1% | $102,412-49.2% | $80,935-35.7% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.7%-31.3pp |
| Annual return | 9.34% | 25.60%-16.3pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,296 | $3,103-58.2% | $3,870-66.5% | $2,757-53.0% |
| Participant deferral / active EE | $1,874 | $3,871-51.6% | $5,060-63.0% | $4,299-56.4% |
| Admin fee / account holder | $614 | $6,717-90.9% | $8,388-92.7% | $6,924-91.1% |