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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 | $46,181 | $75,541-38.9% | $152,093-69.6% | $82,637-44.1% |
| Participation rate | 63.6% | 66.5%-2.9pp | 77.8%-14.1pp | 68.1%-4.4pp |
| Annual return | 12.07% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.4pp |
| Employer contribution / active EE | $378 | $2,622-85.6% | $4,175-91.0% | $2,552-85.2% |
| Participant deferral / active EE | $1,384 | $3,206-56.8% | $5,451-74.6% | $4,126-66.4% |
| Admin fee / account holder | $2,639 | $6,405-58.8% | $14,497-81.8% | $7,339-64.0% |