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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 | $32,866 | $86,298-61.9% | $111,308-70.5% | $85,847-61.7% |
| Participation rate | 43.3% | 73.3%-30.0pp | 77.3%-34.0pp | 69.3%-26.0pp |
| Annual return | 9.83% | 19.99%-10.2pp | 54.67%-44.8pp | 318.61%-308.8pp |
| Employer contribution / active EE | $1,190 | $2,044-41.8% | $2,732-56.4% | $2,565-53.6% |
| Participant deferral / active EE | $2,168 | $3,641-40.5% | $4,487-51.7% | $3,952-45.2% |
| Admin fee / account holder | $6,233 | $8,189-23.9% | $7,965-21.7% | $6,261-0.4% |