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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 | $54,728 | $68,586-20.2% | $120,380-54.5% | $80,911-32.4% |
| Participation rate | 28.4% | 61.6%-33.2pp | 71.9%-43.5pp | 67.6%-39.3pp |
| Annual return | 8.36% | 23.62%-15.3pp | 107.28%-98.9pp | 35.63%-27.3pp |
| Employer contribution / active EE | $691 | $2,053-66.3% | $3,465-80.1% | $2,756-74.9% |
| Participant deferral / active EE | $1,435 | $3,174-54.8% | $4,992-71.2% | $4,297-66.6% |
| Admin fee / account holder | $2,101 | $5,733-63.3% | $9,421-77.7% | $6,935-69.7% |