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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 | $38,046 | $71,057-46.5% | $93,654-59.4% | $80,874-53.0% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.5pp | 67.6%-38.4pp |
| Annual return | 8.72% | 11.26%-2.5pp | 133.34%-124.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $1,089 | $1,564-30.3% | $2,421-55.0% | $2,756-60.5% |
| Participant deferral / active EE | $1,567 | $4,034-61.2% | $4,413-64.5% | $4,297-63.5% |
| Admin fee / account holder | $3,515 | $6,944-49.4% | $8,282-57.6% | $6,935-49.3% |