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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 | $34,029 | $81,358-58.2% | $155,556-78.1% | $80,959-58.0% |
| Participation rate | 51.5% | 66.3%-14.8pp | 78.2%-26.7pp | 67.7%-16.2pp |
| Annual return | 9.53% | 33.39%-23.9pp | 64.84%-55.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,865 | $3,106-39.9% | $4,675-60.1% | $2,757-32.3% |
| Participant deferral / active EE | $3,571 | $3,455+3.3% | $5,631-36.6% | $4,300-17.0% |
| Admin fee / account holder | $1,688 | $7,994-78.9% | $15,885-89.4% | $6,925-75.6% |