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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 | $34,247 | $57,140-40.1% | $85,240-59.8% | $80,959-57.7% |
| Participation rate | 29.4% | 56.4%-27.0pp | 67.5%-38.1pp | 67.7%-38.3pp |
| Annual return | 9.34% | 21.71%-12.4pp | 66.75%-57.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $846 | $1,802-53.0% | $2,735-69.1% | $2,757-69.3% |
| Participant deferral / active EE | $1,471 | $3,115-52.8% | $4,527-67.5% | $4,300-65.8% |
| Admin fee / account holder | $664 | $4,992-86.7% | $6,165-89.2% | $6,925-90.4% |