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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 | $75,363 | $72,027+4.6% | $185,861-59.5% | $79,856-5.6% |
| Participation rate | 58.8% | 65.8%-6.9pp | 78.0%-19.2pp | 69.6%-10.8pp |
| Annual return | 10.83% | 23.13%-12.3pp | 35.96%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $675 | $1,965-65.7% | $4,088-83.5% | $2,471-72.7% |
| Participant deferral / active EE | $3,317 | $3,780-12.2% | $5,634-41.1% | $3,741-11.3% |
| Admin fee / account holder | $540 | $4,513-88.0% | $9,503-94.3% | $5,306-89.8% |