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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 | $28,384 | $69,977-59.4% | $108,582-73.9% | $62,881-54.9% |
| Participation rate | 53.2% | 72.9%-19.7pp | 79.6%-26.4pp | 69.3%-16.1pp |
| Annual return | 4.78% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,227 | $2,135-42.5% | $3,758-67.4% | $2,281-46.2% |
| Participant deferral / active EE | $2,010 | $3,165-36.5% | $4,311-53.4% | $3,203-37.3% |
| Admin fee / account holder | $3,705 | $5,076-27.0% | $7,645-51.5% | $4,296-13.7% |