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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 | $33,515 | $81,358-58.8% | $155,556-78.5% | $80,959-58.6% |
| Participation rate | 52.9% | 66.3%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 9.85% | 33.39%-23.5pp | 64.84%-55.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,482 | $3,106-52.3% | $4,675-68.3% | $2,757-46.3% |
| Participant deferral / active EE | $3,284 | $3,455-5.0% | $5,631-41.7% | $4,300-23.6% |
| Admin fee / account holder | $4,261 | $7,994-46.7% | $15,885-73.2% | $6,925-38.5% |