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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 | $34,576 | $76,551-54.8% | $123,894-72.1% | $62,881-45.0% |
| Participation rate | 32.0% | 73.0%-41.0pp | 81.4%-49.4pp | 69.3%-37.3pp |
| Annual return | 2.33% | 18.68%-16.3pp | 47.52%-45.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,169 | $2,882-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $2,162 | $4,840-55.3% | $5,984-63.9% | $3,203-32.5% |
| Admin fee / account holder | $1,417 | $4,826-70.6% | $8,357-83.0% | $4,296-67.0% |