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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 | $32,061 | $77,920-58.9% | $149,723-78.6% | $75,177-57.4% |
| Participation rate | 62.8% | 65.6%-2.8pp | 78.8%-16.0pp | 67.2%-4.4pp |
| Annual return | 13.30% | 31.72%-18.4pp | 134.50%-121.2pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,400 | $3,138-55.4% | $4,821-71.0% | $2,671-47.6% |
| Participant deferral / active EE | $2,353 | $3,411-31.0% | $5,682-58.6% | $4,126-43.0% |
| Admin fee / account holder | $1,576 | $5,951-73.5% | $13,215-88.1% | $5,651-72.1% |