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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 | $44,176 | $51,222-13.8% | $70,544-37.4% | $75,173-41.2% |
| Participation rate | 60.7% | 61.0%-0.3pp | 68.4%-7.6pp | 67.2%-6.5pp |
| Annual return | 12.53% | 30.06%-17.5pp | 32.79%-20.3pp | 160.72%-148.2pp |
| Employer contribution / active EE | $777 | $1,827-57.5% | $2,976-73.9% | $2,671-70.9% |
| Participant deferral / active EE | $2,244 | $2,850-21.3% | $4,568-50.9% | $4,126-45.6% |
| Admin fee / account holder | $350 | $4,096-91.5% | $6,427-94.6% | $5,651-93.8% |