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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 | $60,289 | $55,902+7.8% | $76,030-20.7% | $80,959-25.5% |
| Participation rate | 30.6% | 62.1%-31.5pp | 69.1%-38.4pp | 67.7%-37.1pp |
| Annual return | 7.10% | 20.59%-13.5pp | 361.54%-354.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $418 | $1,867-77.6% | $2,688-84.4% | $2,757-84.8% |
| Participant deferral / active EE | $1,106 | $3,051-63.8% | $4,257-74.0% | $4,300-74.3% |
| Admin fee / account holder | $593 | $5,239-88.7% | $6,421-90.8% | $6,925-91.4% |