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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 | $36,465 | $45,312-19.5% | $86,233-57.7% | $67,986-46.4% |
| Participation rate | 25.4% | 42.4%-17.0pp | 69.0%-43.6pp | 57.2%-31.8pp |
| Annual return | 13.40% | 24.79%-11.4pp | 61.39%-48.0pp | 31.67%-18.3pp |
| Employer contribution / active EE | $847 | $1,160-27.0% | $2,504-66.2% | $2,019-58.1% |
| Participant deferral / active EE | $1,547 | $2,185-29.2% | $4,559-66.1% | $3,358-53.9% |
| Admin fee / account holder | $1,771 | $3,295-46.2% | $8,342-78.8% | $3,203-44.7% |