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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 | $35,829 | $88,360-59.5% | $145,433-75.4% | $67,986-47.3% |
| Participation rate | 37.4% | 65.5%-28.1pp | 82.1%-44.7pp | 57.2%-19.8pp |
| Annual return | 14.18% | 63.15%-49.0pp | 66.58%-52.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $662 | $3,054-78.3% | $4,554-85.5% | $2,019-67.2% |
| Participant deferral / active EE | $1,621 | $5,932-72.7% | $7,897-79.5% | $3,358-51.7% |
| Admin fee / account holder | $1,841 | $3,313-44.4% | $13,129-86.0% | $3,203-42.5% |