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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 | $34,347 | $91,198-62.3% | $178,503-80.8% | $79,856-57.0% |
| Participation rate | 53.3% | 69.2%-15.9pp | 81.9%-28.6pp | 69.6%-16.3pp |
| Annual return | 6.24% | 24.20%-18.0pp | 151.12%-144.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,075 | $3,257-67.0% | $5,011-78.6% | $2,471-56.5% |
| Participant deferral / active EE | $2,128 | $3,237-34.3% | $5,202-59.1% | $3,741-43.1% |
| Admin fee / account holder | $1,836 | $6,748-72.8% | $13,987-86.9% | $5,306-65.4% |