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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 | $57,061-40.0% | $85,063-59.7% | $80,911-57.7% |
| Participation rate | 29.4% | 56.3%-26.9pp | 67.5%-38.1pp | 67.6%-38.2pp |
| Annual return | 9.34% | 21.66%-12.3pp | 66.54%-57.2pp | 35.63%-26.3pp |
| Employer contribution / active EE | $846 | $1,799-53.0% | $2,727-69.0% | $2,756-69.3% |
| Participant deferral / active EE | $1,471 | $3,110-52.7% | $4,523-67.5% | $4,297-65.8% |
| Admin fee / account holder | $664 | $4,986-86.7% | $6,155-89.2% | $6,935-90.4% |