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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 | $34,919 | $70,475-50.5% | $100,530-65.3% | $79,858-56.3% |
| Participation rate | 66.7% | 73.7%-7.0pp | 79.4%-12.7pp | 69.6%-3.0pp |
| Annual return | 8.07% | 21.90%-13.8pp | 30.89%-22.8pp | 31.72%-23.6pp |
| Employer contribution / active EE | $1,110 | $2,165-48.7% | $3,418-67.5% | $2,471-55.1% |
| Participant deferral / active EE | $2,559 | $5,181-50.6% | $6,271-59.2% | $3,740-31.6% |
| Admin fee / account holder | $1,708 | $4,478-61.9% | $8,083-78.9% | $5,306-67.8% |