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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 | $30,268 | $81,504-62.9% | $102,437-70.5% | $80,959-62.6% |
| Participation rate | 37.9% | 66.9%-28.9pp | 74.5%-36.6pp | 67.7%-29.7pp |
| Annual return | 9.78% | 25.60%-15.8pp | 24.95%-15.2pp | 35.67%-25.9pp |
| Employer contribution / active EE | $800 | $3,104-74.2% | $3,871-79.3% | $2,757-71.0% |
| Participant deferral / active EE | $2,430 | $3,871-37.2% | $5,060-52.0% | $4,300-43.5% |
| Admin fee / account holder | $3,824 | $6,719-43.1% | $8,388-54.4% | $6,925-44.8% |