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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 | $31,712 | $81,358-61.0% | $155,556-79.6% | $80,959-60.8% |
| Participation rate | 37.8% | 66.3%-28.4pp | 78.2%-40.4pp | 67.7%-29.8pp |
| Annual return | 10.57% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $701 | $3,106-77.4% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $1,965 | $3,455-43.1% | $5,631-65.1% | $4,300-54.3% |
| Admin fee / account holder | $1,977 | $7,994-75.3% | $15,885-87.6% | $6,925-71.4% |