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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 | $23,310 | $81,487-71.4% | $102,412-77.2% | $80,935-71.2% |
| Participation rate | 63.9% | 66.8%-3.0pp | 74.5%-10.6pp | 67.7%-3.8pp |
| Annual return | 9.61% | 25.60%-16.0pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,358 | $3,103-56.2% | $3,870-64.9% | $2,757-50.8% |
| Participant deferral / active EE | $2,949 | $3,871-23.8% | $5,060-41.7% | $4,299-31.4% |
| Admin fee / account holder | $934 | $6,717-86.1% | $8,388-88.9% | $6,924-86.5% |