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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 | $28,698 | $77,908-63.2% | $149,696-80.8% | $75,173-61.8% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 6.06% | 31.73%-25.7pp | 134.46%-128.4pp | 160.72%-154.7pp |
| Employer contribution / active EE | $1,860 | $3,138-40.7% | $4,821-61.4% | $2,671-30.4% |
| Participant deferral / active EE | $4,547 | $3,411+33.3% | $5,682-20.0% | $4,126+10.2% |
| Admin fee / account holder | $318 | $5,950-94.7% | $13,212-97.6% | $5,651-94.4% |