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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 | $34,281 | $81,504-57.9% | $102,437-66.5% | $80,959-57.7% |
| Participation rate | 62.1% | 66.9%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 9.38% | 25.60%-16.2pp | 24.95%-15.6pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,227 | $3,104-60.5% | $3,871-68.3% | $2,757-55.5% |
| Participant deferral / active EE | $3,292 | $3,871-14.9% | $5,060-34.9% | $4,300-23.4% |
| Admin fee / account holder | $329 | $6,719-95.1% | $8,388-96.1% | $6,925-95.3% |