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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 | $18,891 | $77,962-75.8% | $178,540-89.4% | $80,935-76.7% |
| Participation rate | 61.7% | 65.7%-4.0pp | 77.1%-15.4pp | 67.7%-6.0pp |
| Annual return | 3.22% | 18.10%-14.9pp | 27.15%-23.9pp | 35.66%-32.4pp |
| Employer contribution / active EE | $1,095 | $2,280-52.0% | $3,953-72.3% | $2,757-60.3% |
| Participant deferral / active EE | $1,676 | $4,404-61.9% | $6,281-73.3% | $4,299-61.0% |
| Admin fee / account holder | $1,573 | $7,156-78.0% | $10,424-84.9% | $6,924-77.3% |