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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 | $36,583 | $55,902-34.6% | $76,030-51.9% | $80,959-54.8% |
| Participation rate | 35.7% | 62.1%-26.4pp | 69.1%-33.3pp | 67.7%-32.0pp |
| Annual return | 2.89% | 20.59%-17.7pp | 361.54%-358.6pp | 35.67%-32.8pp |
| Employer contribution / active EE | $1,227 | $1,867-34.3% | $2,688-54.4% | $2,757-55.5% |
| Participant deferral / active EE | $2,356 | $3,051-22.8% | $4,257-44.7% | $4,300-45.2% |
| Admin fee / account holder | $2,023 | $5,239-61.4% | $6,421-68.5% | $6,925-70.8% |