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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 | $33,279 | $86,940-61.7% | $102,434-67.5% | $80,935-58.9% |
| Participation rate | 41.8% | 72.4%-30.6pp | 76.5%-34.7pp | 67.7%-25.9pp |
| Annual return | 9.56% | 18.89%-9.3pp | 29.46%-19.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,216 | $4,121+26.6% | $5,055+3.2% | $4,299+21.3% |
| Admin fee / account holder | $6,289 | $8,047-21.8% | $9,462-33.5% | $6,924-9.2% |