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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 | $34,123 | $87,059-60.8% | $105,608-67.7% | $80,925-57.8% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.3%-8.1pp | 67.7%-0.4pp |
| Annual return | 6.29% | 17.05%-10.8pp | 116.50%-110.2pp | 35.65%-29.4pp |
| Employer contribution / active EE | $1,207 | $2,396-49.6% | $3,167-61.9% | $2,756-56.2% |
| Participant deferral / active EE | $2,035 | $3,986-49.0% | $5,010-59.4% | $4,299-52.7% |
| Admin fee / account holder | $976 | $8,443-88.4% | $11,028-91.1% | $6,940-85.9% |