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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 | $55,340 | $81,331-32.0% | $155,534-64.4% | $80,935-31.6% |
| Participation rate | 17.8% | 66.3%-48.5pp | 78.2%-60.4pp | 67.7%-49.9pp |
| Annual return | 8.49% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $552 | $3,105-82.2% | $4,675-88.2% | $2,757-80.0% |
| Participant deferral / active EE | $1,316 | $3,454-61.9% | $5,630-76.6% | $4,299-69.4% |
| Admin fee / account holder | $1,143 | $7,999-85.7% | $15,900-92.8% | $6,924-83.5% |