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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 | $25,720 | $48,078-46.5% | $78,676-67.3% | $62,881-59.1% |
| Participation rate | 61.8% | 65.2%-3.4pp | 73.6%-11.7pp | 69.3%-7.5pp |
| Annual return | 3.83% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $658 | $2,015-67.4% | $2,850-76.9% | $2,281-71.2% |
| Participant deferral / active EE | $1,613 | $2,587-37.6% | $3,517-54.1% | $3,203-49.6% |
| Admin fee / account holder | $1,422 | $3,206-55.6% | $4,510-68.5% | $4,296-66.9% |