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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 | $71,215-46.6% | $93,696-59.4% | $80,935-53.0% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.5pp | 67.7%-38.4pp |
| Annual return | 8.72% | 11.27%-2.5pp | 133.74%-125.0pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,089 | $1,565-30.4% | $2,422-55.0% | $2,757-60.5% |
| Participant deferral / active EE | $1,567 | $4,037-61.2% | $4,417-64.5% | $4,299-63.6% |
| Admin fee / account holder | $3,515 | $6,958-49.5% | $8,287-57.6% | $6,924-49.2% |