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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 | $33,498 | $116,190-71.2% | $93,614-64.2% | $152,885-78.1% |
| Participation rate | 45.8% | 78.0%-32.2pp | 75.8%-30.0pp | 82.5%-36.6pp |
| Annual return | 4.46% | 35.96%-31.5pp | 32.76%-28.3pp | 345.39%-340.9pp |
| Employer contribution / active EE | $780 | $3,219-75.8% | $2,718-71.3% | $4,763-83.6% |
| Participant deferral / active EE | $2,129 | $4,604-53.8% | $4,069-47.7% | $5,851-63.6% |
| Admin fee / account holder | $481 | $10,749-95.5% | $7,889-93.9% | $11,598-95.9% |