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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 | $34,154 | $76,407-55.3% | $150,298-77.3% | $82,448-58.6% |
| Participation rate | 67.1% | 66.4%+0.7pp | 77.8%-10.7pp | 68.1%-1.0pp |
| Annual return | 8.70% | 39.99%-31.3pp | 62.79%-54.1pp | 41.64%-32.9pp |
| Employer contribution / active EE | $811 | $2,614-69.0% | $4,154-80.5% | $2,551-68.2% |
| Participant deferral / active EE | $1,603 | $3,214-50.1% | $5,453-70.6% | $4,139-61.3% |
| Admin fee / account holder | $425 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |