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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 | $34,599 | $81,476-57.5% | $102,383-66.2% | $80,925-57.2% |
| Participation rate | 39.1% | 66.8%-27.7pp | 74.5%-35.4pp | 67.7%-28.5pp |
| Annual return | 10.43% | 25.59%-15.2pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $947 | $3,105-69.5% | $3,870-75.5% | $2,756-65.6% |
| Participant deferral / active EE | $2,177 | $3,871-43.8% | $5,060-57.0% | $4,299-49.4% |
| Admin fee / account holder | $3,990 | $6,717-40.6% | $8,391-52.5% | $6,940-42.5% |