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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 | $26,032 | $93,598-72.2% | $135,974-80.9% | $75,173-65.4% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.1pp | 67.2%+0.7pp |
| Annual return | 10.35% | 30.89%-20.5pp | 68.30%-58.0pp | 160.72%-150.4pp |
| Employer contribution / active EE | $2,348 | $3,538-33.6% | $4,859-51.7% | $2,671-12.1% |
| Participant deferral / active EE | $3,558 | $6,405-44.4% | $7,760-54.1% | $4,126-13.8% |
| Admin fee / account holder | $6,457 | $6,978-7.5% | $10,767-40.0% | $5,651+14.3% |