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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 | $77,523-55.8% | $100,383-65.8% | $80,874-57.6% |
| Participation rate | 46.7% | 77.0%-30.3pp | 81.5%-34.8pp | 67.6%-21.0pp |
| Annual return | 10.38% | 37.21%-26.8pp | 49.26%-38.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,798 | $2,801-35.8% | $3,944-54.4% | $2,756-34.7% |
| Participant deferral / active EE | $3,539 | $6,822-48.1% | $8,086-56.2% | $4,297-17.6% |
| Admin fee / account holder | $2,865 | $5,899-51.4% | $7,900-63.7% | $6,935-58.7% |