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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 | $34,384 | $81,276-57.7% | $155,574-77.9% | $80,925-57.5% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | 9.93% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $542 | $3,103-82.5% | $4,676-88.4% | $2,756-80.3% |
| Participant deferral / active EE | $1,184 | $3,453-65.7% | $5,629-79.0% | $4,299-72.5% |
| Admin fee / account holder | $1,096 | $7,993-86.3% | $15,914-93.1% | $6,940-84.2% |