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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 | $30,438 | $81,233-62.5% | $155,567-80.4% | $80,874-62.4% |
| Participation rate | 61.7% | 66.2%-4.5pp | 78.2%-16.5pp | 67.6%-5.9pp |
| Annual return | 10.51% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $641 | $3,101-79.3% | $4,674-86.3% | $2,756-76.7% |
| Participant deferral / active EE | $1,408 | $3,452-59.2% | $5,628-75.0% | $4,297-67.2% |
| Admin fee / account holder | $1,875 | $7,998-76.6% | $15,916-88.2% | $6,935-73.0% |