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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 | $54,703 | $76,407-28.4% | $150,298-63.6% | $82,448-33.7% |
| Participation rate | 21.3% | 66.4%-45.1pp | 77.8%-56.5pp | 68.1%-46.8pp |
| Annual return | 11.02% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $580 | $2,614-77.8% | $4,154-86.0% | $2,551-77.3% |
| Participant deferral / active EE | $1,043 | $3,214-67.5% | $5,453-80.9% | $4,139-74.8% |
| Admin fee / account holder | $3,449 | $6,352-45.7% | $14,116-75.6% | $7,234-52.3% |