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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 | $21,078 | $81,358-74.1% | $155,556-86.4% | $80,959-74.0% |
| Participation rate | 64.6% | 66.3%-1.7pp | 78.2%-13.6pp | 67.7%-3.1pp |
| Annual return | 10.60% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $990 | $3,106-68.1% | $4,675-78.8% | $2,757-64.1% |
| Participant deferral / active EE | $1,889 | $3,455-45.3% | $5,631-66.5% | $4,300-56.1% |
| Admin fee / account holder | $1,862 | $7,994-76.7% | $15,885-88.3% | $6,925-73.1% |