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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 | $28,711 | $87,106-67.0% | $105,607-72.8% | $80,935-64.5% |
| Participation rate | 63.6% | 70.4%-6.8pp | 75.3%-11.6pp | 67.7%-4.0pp |
| Annual return | 10.12% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $943 | $2,396-60.7% | $3,167-70.2% | $2,757-65.8% |
| Participant deferral / active EE | $2,318 | $3,986-41.8% | $5,011-53.7% | $4,299-46.1% |
| Admin fee / account holder | $2,191 | $8,447-74.1% | $10,958-80.0% | $6,924-68.4% |