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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 | $30,775 | $59,804-48.5% | $81,982-62.5% | $79,856-61.5% |
| Participation rate | 53.6% | 61.6%-8.1pp | 69.3%-15.7pp | 69.6%-16.1pp |
| Annual return | 7.36% | 17.56%-10.2pp | 41.31%-34.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $701 | $1,713-59.1% | $2,498-71.9% | $2,471-71.6% |
| Participant deferral / active EE | $1,883 | $2,695-30.1% | $3,722-49.4% | $3,741-49.7% |
| Admin fee / account holder | $2,091 | $4,288-51.2% | $5,665-63.1% | $5,306-60.6% |