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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 | $40,830 | $106,524-61.7% | $152,301-73.2% | $87,485-53.3% |
| Participation rate | 24.1% | 75.8%-51.6pp | 82.4%-58.3pp | 68.9%-44.8pp |
| Annual return | 7.24% | 26.89%-19.7pp | 80.50%-73.3pp | 26.06%-18.8pp |
| Employer contribution / active EE | $636 | $3,371-81.1% | $4,624-86.3% | $2,596-75.5% |
| Participant deferral / active EE | $3,079 | $6,525-52.8% | $8,004-61.5% | $4,274-28.0% |
| Admin fee / account holder | $10,967 | $8,287+32.3% | $14,398-23.8% | $7,775+41.1% |