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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 | $21,406 | $72,273-70.4% | $101,275-78.9% | $79,856-73.2% |
| Participation rate | 67.6% | 68.5%-0.8pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 10.33% | 22.30%-12.0pp | 46.48%-36.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,058 | $3,282-6.8% | $4,371-30.0% | $3,741-18.3% |
| Admin fee / account holder | $776 | $4,401-82.4% | $5,948-87.0% | $5,306-85.4% |