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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 | $56,233 | $86,949-35.3% | $102,460-45.1% | $80,959-30.5% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.7%-32.0pp |
| Annual return | 7.23% | 18.89%-11.7pp | 29.47%-22.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $948 | $2,370-60.0% | $3,025-68.7% | $2,757-65.6% |
| Participant deferral / active EE | $2,023 | $4,121-50.9% | $5,056-60.0% | $4,300-53.0% |
| Admin fee / account holder | $583 | $8,048-92.8% | $9,460-93.8% | $6,925-91.6% |