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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 | $26,300 | $81,331-67.7% | $155,534-83.1% | $80,935-67.5% |
| Participation rate | 68.2% | 66.3%+1.9pp | 78.2%-10.0pp | 67.7%+0.5pp |
| Annual return | 10.11% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,621 | $3,105-47.8% | $4,675-65.3% | $2,757-41.2% |
| Participant deferral / active EE | $1,908 | $3,454-44.8% | $5,630-66.1% | $4,299-55.6% |
| Admin fee / account holder | $1,479 | $7,999-81.5% | $15,900-90.7% | $6,924-78.6% |