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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 | $33,901 | $85,060-60.1% | $70,548-51.9% | $139,456-75.7% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.3%-4.1pp | 80.3%-16.0pp |
| Annual return | 8.05% | 30.38%-22.3pp | 32.78%-24.7pp | 373.45%-365.4pp |
| Employer contribution / active EE | $2,389 | $3,911-38.9% | $2,975-19.7% | $4,753-49.7% |
| Participant deferral / active EE | $4,449 | $5,890-24.5% | $4,567-2.6% | $6,711-33.7% |
| Admin fee / account holder | $1,174 | $8,925-86.8% | $6,424-81.7% | $11,407-89.7% |