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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 | $33,736 | $86,938-61.2% | $102,423-67.1% | $80,925-58.3% |
| Participation rate | 35.1% | 72.4%-37.2pp | 76.5%-41.4pp | 67.7%-32.5pp |
| Annual return | 8.34% | 18.89%-10.6pp | 29.42%-21.1pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,031 | $2,369-56.5% | $3,023-65.9% | $2,756-62.6% |
| Participant deferral / active EE | $2,095 | $4,120-49.2% | $5,054-58.6% | $4,299-51.3% |
| Admin fee / account holder | $1,345 | $8,053-83.3% | $9,455-85.8% | $6,940-80.6% |