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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 | $33,247 | $54,757-39.3% | $90,304-63.2% | $72,975-54.4% |
| Participation rate | 62.9% | 65.2%-2.3pp | 73.3%-10.4pp | 69.5%-6.6pp |
| Annual return | 2.04% | 30.63%-28.6pp | 78.13%-76.1pp | 81.01%-79.0pp |
| Employer contribution / active EE | $1,030 | $2,093-50.8% | $2,855-63.9% | $2,440-57.8% |
| Participant deferral / active EE | $1,996 | $2,887-30.9% | $3,885-48.6% | $3,608-44.7% |
| Admin fee / account holder | $1,362 | $3,973-65.7% | $5,354-74.6% | $5,124-73.4% |