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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 | $35,757 | $81,358-56.0% | $155,556-77.0% | $80,959-55.8% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 6.58% | 33.39%-26.8pp | 64.84%-58.3pp | 35.67%-29.1pp |
| Employer contribution / active EE | $998 | $3,106-67.9% | $4,675-78.7% | $2,757-63.8% |
| Participant deferral / active EE | $2,519 | $3,455-27.1% | $5,631-55.3% | $4,300-41.4% |
| Admin fee / account holder | $368 | $7,994-95.4% | $15,885-97.7% | $6,925-94.7% |