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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 | $34,126 | $81,358-58.1% | $155,556-78.1% | $80,959-57.8% |
| Participation rate | 58.8% | 66.3%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 7.36% | 33.39%-26.0pp | 64.84%-57.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $1,110 | $3,106-64.3% | $4,675-76.3% | $2,757-59.7% |
| Participant deferral / active EE | $3,391 | $3,455-1.9% | $5,631-39.8% | $4,300-21.1% |
| Admin fee / account holder | $8,385 | $7,994+4.9% | $15,885-47.2% | $6,925+21.1% |