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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 | $34,568 | $76,407-54.8% | $150,298-77.0% | $82,448-58.1% |
| Participation rate | 37.5% | 66.4%-28.9pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 12.18% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,029 | $2,614-60.6% | $4,154-75.2% | $2,551-59.6% |
| Participant deferral / active EE | $1,347 | $3,214-58.1% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $1,702 | $6,352-73.2% | $14,116-87.9% | $7,234-76.5% |