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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 | $26,703 | $81,331-67.2% | $155,534-82.8% | $80,935-67.0% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 6.43% | 33.37%-26.9pp | 64.92%-58.5pp | 35.66%-29.2pp |
| Employer contribution / active EE | $1,815 | $3,105-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $2,601 | $3,454-24.7% | $5,630-53.8% | $4,299-39.5% |
| Admin fee / account holder | $748 | $7,999-90.6% | $15,900-95.3% | $6,924-89.2% |