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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 | $34,643 | $81,276-57.4% | $155,574-77.7% | $80,925-57.2% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 10.12% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,183 | $3,103-61.9% | $4,676-74.7% | $2,756-57.1% |
| Participant deferral / active EE | $3,042 | $3,453-11.9% | $5,629-46.0% | $4,299-29.2% |
| Admin fee / account holder | $496 | $7,993-93.8% | $15,914-96.9% | $6,940-92.8% |