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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 | $33,209 | $63,773-47.9% | $81,286-59.1% | $80,925-59.0% |
| Participation rate | 32.6% | 63.9%-31.4pp | 69.5%-37.0pp | 67.7%-35.1pp |
| Annual return | 8.33% | 16.37%-8.0pp | 24.80%-16.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $665 | $1,979-66.4% | $2,463-73.0% | $2,756-75.9% |
| Participant deferral / active EE | $1,821 | $3,093-41.1% | $3,883-53.1% | $4,299-57.6% |
| Admin fee / account holder | $1,619 | $5,682-71.5% | $5,764-71.9% | $6,940-76.7% |