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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 | $32,847 | $86,298-61.9% | $111,308-70.5% | $85,847-61.7% |
| Participation rate | 40.6% | 73.3%-32.7pp | 77.3%-36.7pp | 69.3%-28.7pp |
| Annual return | 7.41% | 19.99%-12.6pp | 54.67%-47.3pp | 318.61%-311.2pp |
| Employer contribution / active EE | $1,584 | $2,044-22.5% | $2,732-42.0% | $2,565-38.2% |
| Participant deferral / active EE | $3,283 | $3,641-9.8% | $4,487-26.8% | $3,952-16.9% |
| Admin fee / account holder | $7,047 | $8,189-13.9% | $7,965-11.5% | $6,261+12.6% |