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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 | $21,733 | $56,894-61.8% | $84,753-74.4% | $62,881-65.4% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 2.56% | 6.30%-3.7pp | 22.78%-20.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $751 | $2,400-68.7% | $3,574-79.0% | $2,281-67.1% |
| Participant deferral / active EE | $2,680 | $2,709-1.1% | $3,712-27.8% | $3,203-16.3% |
| Admin fee / account holder | $7,396 | $3,581+106.5% | $5,333+38.7% | $4,296+72.2% |