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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 | $21,922 | $56,063-60.9% | $76,051-71.2% | $80,911-72.9% |
| Participation rate | 62.2% | 62.0%+0.1pp | 69.1%-6.9pp | 67.6%-5.5pp |
| Annual return | 8.99% | 20.54%-11.6pp | 360.42%-351.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $563 | $1,874-70.0% | $2,690-79.1% | $2,756-79.6% |
| Participant deferral / active EE | $3,167 | $3,052+3.8% | $4,257-25.6% | $4,297-26.3% |
| Admin fee / account holder | $1,579 | $5,240-69.9% | $6,416-75.4% | $6,935-77.2% |