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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 | $65,192 | $58,493+11.5% | $84,023-22.4% | $72,976-10.7% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 69.5%-14.9pp |
| Annual return | 15.37% | 28.93%-13.6pp | 71.32%-56.0pp | 81.02%-65.6pp |
| Employer contribution / active EE | $352 | $1,163-69.7% | $1,984-82.2% | $2,440-85.6% |
| Participant deferral / active EE | $2,357 | $2,394-1.5% | $3,239-27.2% | $3,608-34.7% |
| Admin fee / account holder | $1,759 | $4,569-61.5% | $6,102-71.2% | $5,124-65.7% |