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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 | $23,010 | $81,276-71.7% | $155,574-85.2% | $80,925-71.6% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.7%-32.7pp |
| Annual return | 7.88% | 33.36%-25.5pp | 64.87%-57.0pp | 35.65%-27.8pp |
| Employer contribution / active EE | $503 | $3,103-83.8% | $4,676-89.2% | $2,756-81.7% |
| Participant deferral / active EE | $1,445 | $3,453-58.2% | $5,629-74.3% | $4,299-66.4% |
| Admin fee / account holder | $7,235 | $7,993-9.5% | $15,914-54.5% | $6,940+4.2% |