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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 | $57,703 | $62,592-7.8% | $85,693-32.7% | $85,856-32.8% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.9%-12.0pp | 69.3%-11.4pp |
| Annual return | 9.40% | 23.77%-14.4pp | 21.49%-12.1pp | 318.58%-309.2pp |
| Employer contribution / active EE | $1,075 | $1,755-38.7% | $2,618-58.9% | $2,565-58.1% |
| Participant deferral / active EE | $2,102 | $2,802-25.0% | $3,923-46.4% | $3,952-46.8% |
| Admin fee / account holder | $1,104 | $4,643-76.2% | $6,874-83.9% | $6,261-82.4% |