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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 | $30,286 | $81,487-62.8% | $102,412-70.4% | $80,935-62.6% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 7.83% | 25.60%-17.8pp | 24.94%-17.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,560 | $3,103-49.7% | $3,870-59.7% | $2,757-43.4% |
| Participant deferral / active EE | $2,337 | $3,871-39.6% | $5,060-53.8% | $4,299-45.6% |
| Admin fee / account holder | $2,193 | $6,717-67.3% | $8,388-73.8% | $6,924-68.3% |