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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 | $33,337 | $81,358-59.0% | $155,556-78.6% | $80,959-58.8% |
| Participation rate | 69.4% | 66.3%+3.1pp | 78.2%-8.8pp | 67.7%+1.7pp |
| Annual return | 9.77% | 33.39%-23.6pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $612 | $3,106-80.3% | $4,675-86.9% | $2,757-77.8% |
| Participant deferral / active EE | $1,647 | $3,455-52.3% | $5,631-70.7% | $4,300-61.7% |
| Admin fee / account holder | $2,710 | $7,994-66.1% | $15,885-82.9% | $6,925-60.9% |