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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 | $52,397 | $76,371-31.4% | $93,621-44.0% | $72,975-28.2% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 15.88% | 25.82%-9.9pp | 32.76%-16.9pp | 81.01%-65.1pp |
| Employer contribution / active EE | $825 | $2,276-63.7% | $2,719-69.6% | $2,440-66.2% |
| Participant deferral / active EE | $2,500 | $3,538-29.3% | $4,070-38.6% | $3,608-30.7% |
| Admin fee / account holder | $1,891 | $6,839-72.4% | $7,890-76.0% | $5,124-63.1% |