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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 | $58,671 | $79,955-26.6% | $98,461-40.4% | $75,173-22.0% |
| Participation rate | 53.7% | 70.4%-16.7pp | 75.2%-21.5pp | 67.2%-13.5pp |
| Annual return | 12.34% | 19.75%-7.4pp | 21.17%-8.8pp | 160.72%-148.4pp |
| Employer contribution / active EE | $683 | $2,264-69.8% | $3,049-77.6% | $2,671-74.4% |
| Participant deferral / active EE | $2,834 | $3,752-24.5% | $4,738-40.2% | $4,126-31.3% |
| Admin fee / account holder | $813 | $6,841-88.1% | $8,961-90.9% | $5,651-85.6% |