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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 | $28,022 | $78,690-64.4% | $161,489-82.6% | $87,485-68.0% |
| Participation rate | 67.5% | 67.5%0pp | 78.7%-11.2pp | 68.9%-1.4pp |
| Annual return | 10.95% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $447 | $2,588-82.7% | $4,268-89.5% | $2,596-82.8% |
| Participant deferral / active EE | $4,178 | $3,311+26.2% | $5,630-25.8% | $4,274-2.2% |
| Admin fee / account holder | $2,581 | $6,724-61.6% | $16,006-83.9% | $7,775-66.8% |