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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 | $57,527 | $55,902+2.9% | $76,030-24.3% | $80,959-28.9% |
| Participation rate | 62.1% | 62.1%0pp | 69.1%-7.0pp | 67.7%-5.6pp |
| Annual return | 6.50% | 20.59%-14.1pp | 361.54%-355.0pp | 35.67%-29.2pp |
| Employer contribution / active EE | $865 | $1,867-53.6% | $2,688-67.8% | $2,757-68.6% |
| Participant deferral / active EE | $2,229 | $3,051-26.9% | $4,257-47.6% | $4,300-48.2% |
| Admin fee / account holder | $459 | $5,239-91.2% | $6,421-92.8% | $6,925-93.4% |