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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 | $75,541-54.2% | $152,093-77.3% | $82,637-58.2% |
| Participation rate | 37.5% | 66.5%-29.0pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 12.18% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,029 | $2,622-60.7% | $4,175-75.3% | $2,552-59.7% |
| Participant deferral / active EE | $1,347 | $3,206-58.0% | $5,451-75.3% | $4,126-67.3% |
| Admin fee / account holder | $1,702 | $6,405-73.4% | $14,497-88.3% | $7,339-76.8% |