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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 | $29,744 | $81,476-63.5% | $102,383-70.9% | $80,925-63.2% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 9.57% | 25.59%-16.0pp | 24.94%-15.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $837 | $3,105-73.0% | $3,870-78.4% | $2,756-69.6% |
| Participant deferral / active EE | $2,481 | $3,871-35.9% | $5,060-51.0% | $4,299-42.3% |
| Admin fee / account holder | $3,086 | $6,717-54.1% | $8,391-63.2% | $6,940-55.5% |