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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 | $23,068 | $81,358-71.6% | $155,556-85.2% | $80,959-71.5% |
| Participation rate | 60.8% | 66.3%-5.5pp | 78.2%-17.4pp | 67.7%-6.9pp |
| Annual return | 9.15% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $762 | $3,106-75.5% | $4,675-83.7% | $2,757-72.3% |
| Participant deferral / active EE | $2,097 | $3,455-39.3% | $5,631-62.8% | $4,300-51.2% |
| Admin fee / account holder | $2,169 | $7,994-72.9% | $15,885-86.3% | $6,925-68.7% |