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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 | $57,904 | $84,236-31.3% | $170,435-66.0% | $70,126-17.4% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 11.01% | 23.06%-12.1pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,283 | $3,387-62.1% | $5,432-76.4% | $2,343-45.2% |
| Participant deferral / active EE | $1,301 | $3,086-57.8% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $905 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |