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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 | $30,263 | $87,132-65.3% | $105,624-71.3% | $80,959-62.6% |
| Participation rate | 34.9% | 70.4%-35.5pp | 75.3%-40.4pp | 67.7%-32.8pp |
| Annual return | 7.96% | 17.03%-9.1pp | 116.20%-108.2pp | 35.67%-27.7pp |
| Employer contribution / active EE | $3,240 | $2,397+35.2% | $3,168+2.3% | $2,757+17.5% |
| Participant deferral / active EE | $2,778 | $3,985-30.3% | $5,013-44.6% | $4,300-35.4% |
| Admin fee / account holder | $8,462 | $8,449+0.2% | $10,961-22.8% | $6,925+22.2% |