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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 | $21,507 | $58,888-63.5% | $178,499-88.0% | $73,493-70.7% |
| Participation rate | 65.3% | 66.2%-0.9pp | 81.9%-16.6pp | 70.7%-5.4pp |
| Annual return | 9.59% | 24.86%-15.3pp | 151.10%-141.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,815 | $2,236-18.9% | $5,011-63.8% | $2,270-20.1% |
| Participant deferral / active EE | $3,007 | $2,568+17.1% | $5,202-42.2% | $3,740-19.6% |
| Admin fee / account holder | $439 | $400+9.7% | $13,986-96.9% | $513-14.4% |