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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 | $30,156 | $81,487-63.0% | $102,412-70.6% | $80,935-62.7% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 9.11% | 25.60%-16.5pp | 24.94%-15.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,003 | $3,103-67.7% | $3,870-74.1% | $2,757-63.6% |
| Participant deferral / active EE | $2,287 | $3,871-40.9% | $5,060-54.8% | $4,299-46.8% |
| Admin fee / account holder | $1,855 | $6,717-72.4% | $8,388-77.9% | $6,924-73.2% |