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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 | $33,753 | $96,731-65.1% | $123,973-72.8% | $86,983-61.2% |
| Participation rate | 56.7% | 70.0%-13.4pp | 76.7%-20.0pp | 69.5%-12.9pp |
| Annual return | 8.18% | 17.33%-9.1pp | 388.13%-379.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $1,644 | $3,297-50.1% | $4,126-60.2% | $2,584-36.4% |
| Participant deferral / active EE | $2,349 | $4,152-43.4% | $5,247-55.2% | $4,194-44.0% |
| Admin fee / account holder | $2,792 | $8,722-68.0% | $11,799-76.3% | $7,856-64.5% |