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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 | $31,124 | $45,050-30.9% | $63,018-50.6% | $70,126-55.6% |
| Participation rate | 66.2% | 69.5%-3.3pp | 74.8%-8.6pp | 69.5%-3.3pp |
| Annual return | 8.76% | 18.76%-10.0pp | 87.62%-78.9pp | 73.15%-64.4pp |
| Employer contribution / active EE | $504 | $2,052-75.5% | $2,761-81.8% | $2,343-78.5% |
| Participant deferral / active EE | $1,524 | $2,466-38.2% | $3,330-54.2% | $3,332-54.3% |
| Admin fee / account holder | $3,963 | $2,834+39.8% | $3,601+10.1% | $4,645-14.7% |