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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 | $60,733 | $71,106-14.6% | $121,871-50.2% | $69,733-12.9% |
| Participation rate | 50.7% | 62.8%-12.0pp | 73.2%-22.4pp | 62.5%-11.7pp |
| Annual return | 6.18% | 15.43%-9.3pp | 13.57%-7.4pp | 15.22%-9.0pp |
| Employer contribution / active EE | $1,296 | $2,556-49.3% | $2,731-52.5% | $2,250-42.4% |
| Participant deferral / active EE | $2,119 | $2,765-23.4% | $4,318-50.9% | $3,054-30.6% |
| Admin fee / account holder | $2,176 | $2,128+2.2% | $11,551-81.2% | $3,102-29.9% |