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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 | $29,208 | $57,119-48.9% | $85,187-65.7% | $80,935-63.9% |
| Participation rate | 42.4% | 56.4%-14.0pp | 67.5%-25.1pp | 67.7%-25.2pp |
| Annual return | 10.12% | 21.70%-11.6pp | 66.67%-56.5pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,207 | $1,802-33.0% | $2,732-55.8% | $2,757-56.2% |
| Participant deferral / active EE | $2,076 | $3,115-33.3% | $4,525-54.1% | $4,299-51.7% |
| Admin fee / account holder | $7,253 | $4,990+45.3% | $6,162+17.7% | $6,924+4.7% |