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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 | $34,654 | $49,255-29.6% | $70,494-50.8% | $79,856-56.6% |
| Participation rate | 34.0% | 69.2%-35.2pp | 75.1%-41.1pp | 69.6%-35.6pp |
| Annual return | 3.40% | 30.10%-26.7pp | 109.16%-105.8pp | 31.71%-28.3pp |
| Employer contribution / active EE | $561 | $2,100-73.3% | $2,738-79.5% | $2,471-77.3% |
| Participant deferral / active EE | $1,099 | $2,768-60.3% | $3,711-70.4% | $3,741-70.6% |
| Admin fee / account holder | $4,159 | $2,879+44.5% | $3,848+8.1% | $5,306-21.6% |