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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 | $32,755 | $81,358-59.7% | $155,556-78.9% | $80,959-59.5% |
| Participation rate | 29.7% | 66.3%-36.5pp | 78.2%-48.5pp | 67.7%-37.9pp |
| Annual return | 10.55% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $553 | $3,106-82.2% | $4,675-88.2% | $2,757-79.9% |
| Participant deferral / active EE | $2,219 | $3,455-35.8% | $5,631-60.6% | $4,300-48.4% |
| Admin fee / account holder | $531 | $7,994-93.4% | $15,885-96.7% | $6,925-92.3% |