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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 | $43,310 | $71,215-39.2% | $93,696-53.8% | $80,935-46.5% |
| Participation rate | 58.9% | 60.4%-1.5pp | 68.7%-9.8pp | 67.7%-8.7pp |
| Annual return | 9.06% | 11.27%-2.2pp | 133.74%-124.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $549 | $1,565-64.9% | $2,422-77.3% | $2,757-80.1% |
| Participant deferral / active EE | $2,532 | $4,037-37.3% | $4,417-42.7% | $4,299-41.1% |
| Admin fee / account holder | $1,632 | $6,958-76.5% | $8,287-80.3% | $6,924-76.4% |