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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 | $60,087 | $71,057-15.4% | $93,654-35.8% | $80,874-25.7% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 9.93% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $734 | $1,564-53.1% | $2,421-69.7% | $2,756-73.4% |
| Participant deferral / active EE | $1,712 | $4,034-57.6% | $4,413-61.2% | $4,297-60.2% |
| Admin fee / account holder | $1,413 | $6,944-79.6% | $8,282-82.9% | $6,935-79.6% |