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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 | $40,986 | $68,880-40.5% | $120,580-66.0% | $80,959-49.4% |
| Participation rate | 38.7% | 61.7%-23.0pp | 72.0%-33.2pp | 67.7%-29.0pp |
| Annual return | 8.03% | 23.68%-15.6pp | 107.48%-99.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $806 | $2,066-61.0% | $3,469-76.8% | $2,757-70.8% |
| Participant deferral / active EE | $2,486 | $3,191-22.1% | $4,995-50.2% | $4,300-42.2% |
| Admin fee / account holder | $1,212 | $5,785-79.0% | $9,418-87.1% | $6,925-82.5% |