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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 | $34,310 | $63,809-46.2% | $81,353-57.8% | $80,935-57.6% |
| Participation rate | 40.7% | 63.9%-23.2pp | 69.5%-28.8pp | 67.7%-26.9pp |
| Annual return | 8.29% | 16.37%-8.1pp | 24.82%-16.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $881 | $1,981-55.5% | $2,464-64.3% | $2,757-68.1% |
| Participant deferral / active EE | $2,603 | $3,093-15.9% | $3,885-33.0% | $4,299-39.5% |
| Admin fee / account holder | $1,661 | $5,686-70.8% | $5,766-71.2% | $6,924-76.0% |