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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 | $41,308 | $86,330-52.2% | $121,871-66.1% | $94,015-56.1% |
| Participation rate | 33.3% | 66.7%-33.3pp | 73.2%-39.9pp | 70.8%-37.5pp |
| Annual return | 9.16% | 14.95%-5.8pp | 13.57%-4.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $661 | $2,292-71.2% | $2,731-75.8% | $2,790-76.3% |
| Participant deferral / active EE | $1,721 | $3,146-45.3% | $4,318-60.1% | $4,249-59.5% |
| Admin fee / account holder | $975 | $7,346-86.7% | $11,551-91.6% | $8,951-89.1% |