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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 | $33,754 | $71,230-52.6% | $93,727-64.0% | $80,959-58.3% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.7%-8.1pp |
| Annual return | 7.95% | 11.26%-3.3pp | 133.83%-125.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,345 | $1,565-14.1% | $2,421-44.4% | $2,757-51.2% |
| Participant deferral / active EE | $2,807 | $4,037-30.5% | $4,417-36.4% | $4,300-34.7% |
| Admin fee / account holder | $4,102 | $6,961-41.1% | $8,292-50.5% | $6,925-40.8% |