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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 | $28,014 | $93,589-70.1% | $135,942-79.4% | $75,181-62.7% |
| Participation rate | 60.3% | 75.2%-14.8pp | 81.9%-21.6pp | 67.2%-6.9pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.28%-53.9pp | 160.69%-146.3pp |
| Employer contribution / active EE | $1,653 | $3,537-53.3% | $4,858-66.0% | $2,671-38.1% |
| Participant deferral / active EE | $2,887 | $6,405-54.9% | $7,759-62.8% | $4,126-30.0% |
| Admin fee / account holder | $2,053 | $6,977-70.6% | $10,764-80.9% | $5,650-63.7% |