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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 | $44,782 | $54,757-18.2% | $90,300-50.4% | $72,983-38.6% |
| Participation rate | 29.9% | 65.1%-35.3pp | 73.3%-43.4pp | 69.5%-39.6pp |
| Annual return | 16.36% | 30.63%-14.3pp | 78.11%-61.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $812 | $2,092-61.2% | $2,854-71.6% | $2,440-66.7% |
| Participant deferral / active EE | $1,754 | $2,887-39.3% | $3,884-54.9% | $3,608-51.4% |
| Admin fee / account holder | $14,690 | $3,972+269.8% | $5,353+174.4% | $5,124+186.7% |