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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 | $33,109 | $86,949-61.9% | $102,460-67.7% | $80,959-59.1% |
| Participation rate | 37.3% | 72.4%-35.0pp | 76.5%-39.2pp | 67.7%-30.3pp |
| Annual return | 8.56% | 18.89%-10.3pp | 29.47%-20.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,366 | $2,370-42.4% | $3,025-54.8% | $2,757-50.5% |
| Participant deferral / active EE | $3,065 | $4,121-25.6% | $5,056-39.4% | $4,300-28.7% |
| Admin fee / account holder | $2,193 | $8,048-72.7% | $9,460-76.8% | $6,925-68.3% |