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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 | $31,368 | $58,493-46.4% | $84,023-62.7% | $72,976-57.0% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 5.13% | 28.93%-23.8pp | 71.32%-66.2pp | 81.02%-75.9pp |
| Employer contribution / active EE | $1,605 | $1,163+38.0% | $1,984-19.1% | $2,440-34.2% |
| Participant deferral / active EE | $3,316 | $2,394+38.5% | $3,239+2.4% | $3,608-8.1% |
| Admin fee / account holder | $480 | $4,569-89.5% | $6,102-92.1% | $5,124-90.6% |