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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 | $23,974 | $81,358-70.5% | $155,556-84.6% | $80,959-70.4% |
| Participation rate | 60.6% | 66.3%-5.7pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 6.08% | 33.39%-27.3pp | 64.84%-58.8pp | 35.67%-29.6pp |
| Employer contribution / active EE | $612 | $3,106-80.3% | $4,675-86.9% | $2,757-77.8% |
| Participant deferral / active EE | $2,714 | $3,455-21.5% | $5,631-51.8% | $4,300-36.9% |
| Admin fee / account holder | $2,344 | $7,994-70.7% | $15,885-85.2% | $6,925-66.1% |