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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 | $30,277 | $93,598-67.7% | $135,974-77.7% | $75,173-59.7% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 15.17% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,977 | $3,538-44.1% | $4,859-59.3% | $2,671-26.0% |
| Participant deferral / active EE | $3,411 | $6,405-46.7% | $7,760-56.0% | $4,126-17.3% |
| Admin fee / account holder | $3,912 | $6,978-43.9% | $10,767-63.7% | $5,651-30.8% |