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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 | $40,767 | $67,894-40.0% | $89,340-54.4% | $82,448-50.6% |
| Participation rate | 54.1% | 64.0%-9.9pp | 69.6%-15.4pp | 68.1%-14.0pp |
| Annual return | 12.46% | 19.21%-6.8pp | 20.57%-8.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,764 | $1,828-3.5% | $2,231-21.0% | $2,551-30.9% |
| Participant deferral / active EE | $2,710 | $3,072-11.8% | $3,823-29.1% | $4,139-34.5% |
| Admin fee / account holder | $902 | $5,723-84.2% | $6,704-86.5% | $7,234-87.5% |