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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 | $35,395 | $72,269-51.0% | $101,271-65.0% | $79,852-55.7% |
| Participation rate | 46.3% | 68.5%-22.1pp | 75.8%-29.5pp | 69.6%-23.3pp |
| Annual return | 10.34% | 22.29%-12.0pp | 46.48%-36.1pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,760 | $2,692-34.6% | $3,660-51.9% | $2,471-28.8% |
| Participant deferral / active EE | $3,797 | $3,282+15.7% | $4,371-13.1% | $3,740+1.5% |
| Admin fee / account holder | $6,703 | $4,401+52.3% | $5,948+12.7% | $5,306+26.3% |