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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 | $35,928 | $81,504-55.9% | $102,437-64.9% | $80,959-55.6% |
| Participation rate | 59.8% | 66.9%-7.1pp | 74.5%-14.8pp | 67.7%-7.9pp |
| Annual return | 10.42% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,649 | $3,104-46.9% | $3,871-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $3,198 | $3,871-17.4% | $5,060-36.8% | $4,300-25.6% |
| Admin fee / account holder | $1,166 | $6,719-82.6% | $8,388-86.1% | $6,925-83.2% |