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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 | $33,330 | $106,749-68.8% | $145,433-77.1% | $82,448-59.6% |
| Participation rate | 67.7% | 75.6%-7.9pp | 82.1%-14.4pp | 68.1%-0.3pp |
| Annual return | 13.86% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $4,554-77.0% | $2,551-59.0% |
| Participant deferral / active EE | $2,832 | $6,519-56.5% | $7,897-64.1% | $4,139-31.6% |
| Admin fee / account holder | $3,933 | $8,390-53.1% | $13,129-70.0% | $7,234-45.6% |