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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 | $22,668 | $81,358-72.1% | $155,556-85.4% | $80,959-72.0% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 7.15% | 33.39%-26.2pp | 64.84%-57.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $426 | $3,106-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $2,721 | $3,455-21.2% | $5,631-51.7% | $4,300-36.7% |
| Admin fee / account holder | $6,341 | $7,994-20.7% | $15,885-60.1% | $6,925-8.4% |