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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 | $52,627 | $71,230-26.1% | $93,727-43.9% | $80,959-35.0% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 9.09% | 11.26%-2.2pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $406 | $1,565-74.1% | $2,421-83.2% | $2,757-85.3% |
| Participant deferral / active EE | $2,773 | $4,037-31.3% | $4,417-37.2% | $4,300-35.5% |
| Admin fee / account holder | $8,692 | $6,961+24.9% | $8,292+4.8% | $6,925+25.5% |