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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 | $28,204 | $81,331-65.3% | $155,534-81.9% | $80,935-65.2% |
| Participation rate | 31.8% | 66.3%-34.4pp | 78.2%-46.4pp | 67.7%-35.8pp |
| Annual return | 10.27% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $886 | $3,105-71.5% | $4,675-81.1% | $2,757-67.9% |
| Participant deferral / active EE | $2,083 | $3,454-39.7% | $5,630-63.0% | $4,299-51.6% |
| Admin fee / account holder | $1,642 | $7,999-79.5% | $15,900-89.7% | $6,924-76.3% |