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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 | $34,692 | $110,379-68.6% | $102,412-66.1% | $145,884-76.2% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 7.56% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,439 | $4,216-65.9% | $3,870-62.8% | $4,662-69.1% |
| Participant deferral / active EE | $2,714 | $5,622-51.7% | $5,060-46.4% | $6,690-59.4% |
| Admin fee / account holder | $710 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |