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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 | $29,753 | $72,471-58.9% | $94,215-68.4% | $86,983-65.8% |
| Participation rate | 45.5% | 63.9%-18.4pp | 70.0%-24.5pp | 69.5%-24.1pp |
| Annual return | 7.27% | 26.44%-19.2pp | 28.22%-20.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $1,189 | $1,936-38.6% | $2,675-55.6% | $2,584-54.0% |
| Participant deferral / active EE | $2,829 | $3,397-16.7% | $4,276-33.8% | $4,194-32.6% |
| Admin fee / account holder | $2,333 | $6,468-63.9% | $10,216-77.2% | $7,856-70.3% |