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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 | $77,814-56.1% | $158,223-78.4% | $86,983-60.7% |
| Participation rate | 67.1% | 68.4%-1.3pp | 79.2%-12.1pp | 69.5%-2.4pp |
| Annual return | 8.70% | 30.54%-21.8pp | 52.09%-43.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $811 | $2,592-68.7% | $4,109-80.3% | $2,584-68.6% |
| Participant deferral / active EE | $1,603 | $3,270-51.0% | $5,467-70.7% | $4,194-61.8% |
| Admin fee / account holder | $425 | $5,879-92.8% | $16,047-97.3% | $7,856-94.6% |