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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 | $23,050 | $81,487-71.7% | $102,412-77.5% | $80,935-71.5% |
| Participation rate | 65.9% | 66.8%-1.0pp | 74.5%-8.6pp | 67.7%-1.8pp |
| Annual return | 9.16% | 25.60%-16.4pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,664 | $3,103-46.4% | $3,870-57.0% | $2,757-39.6% |
| Participant deferral / active EE | $3,460 | $3,871-10.6% | $5,060-31.6% | $4,299-19.5% |
| Admin fee / account holder | $1,323 | $6,717-80.3% | $8,388-84.2% | $6,924-80.9% |