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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 | $64,462-48.5% | $81,482-59.2% | $80,911-59.0% |
| Participation rate | 32.6% | 63.9%-31.3pp | 69.5%-36.9pp | 67.6%-35.1pp |
| Annual return | 8.33% | 16.35%-8.0pp | 24.79%-16.5pp | 35.63%-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 | $3,094-41.1% | $3,885-53.1% | $4,297-57.6% |
| Admin fee / account holder | $1,619 | $5,678-71.5% | $5,761-71.9% | $6,935-76.7% |