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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 | $26,061 | $71,230-63.4% | $93,727-72.2% | $80,959-67.8% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.7%-6.4pp |
| Annual return | 6.69% | 11.26%-4.6pp | 133.83%-127.1pp | 35.67%-29.0pp |
| Employer contribution / active EE | $2,043 | $1,565+30.5% | $2,421-15.6% | $2,757-25.9% |
| Participant deferral / active EE | $3,184 | $4,037-21.1% | $4,417-27.9% | $4,300-25.9% |
| Admin fee / account holder | $1,548 | $6,961-77.8% | $8,292-81.3% | $6,925-77.6% |