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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 | $37,513 | $78,690-52.3% | $161,489-76.8% | $87,485-57.1% |
| Participation rate | 67.7% | 67.5%+0.2pp | 78.7%-11.0pp | 68.9%-1.2pp |
| Annual return | 10.93% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,617 | $2,588-37.5% | $4,268-62.1% | $2,596-37.7% |
| Participant deferral / active EE | $2,416 | $3,311-27.0% | $5,630-57.1% | $4,274-43.5% |
| Admin fee / account holder | $1,448 | $6,724-78.5% | $16,006-91.0% | $7,775-81.4% |