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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 | $33,833 | $77,896-56.6% | $134,172-74.8% | $82,448-59.0% |
| Participation rate | 25.0% | 62.8%-37.8pp | 72.5%-47.5pp | 68.1%-43.1pp |
| Annual return | 7.26% | 18.21%-11.0pp | 25.30%-18.0pp | 41.64%-34.4pp |
| Employer contribution / active EE | $613 | $2,159-71.6% | $3,420-82.1% | $2,551-76.0% |
| Participant deferral / active EE | $1,918 | $3,162-39.3% | $4,690-59.1% | $4,139-53.7% |
| Admin fee / account holder | $2,118 | $6,336-66.6% | $12,016-82.4% | $7,234-70.7% |