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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 | $34,304 | $77,472-55.7% | $100,392-65.8% | $80,935-57.6% |
| Participation rate | 46.7% | 76.9%-30.3pp | 81.5%-34.8pp | 67.7%-21.0pp |
| Annual return | 10.38% | 37.26%-26.9pp | 49.45%-39.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,798 | $2,800-35.8% | $3,941-54.4% | $2,757-34.8% |
| Participant deferral / active EE | $3,539 | $6,818-48.1% | $8,090-56.2% | $4,299-17.7% |
| Admin fee / account holder | $2,865 | $5,885-51.3% | $7,904-63.8% | $6,924-58.6% |