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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 | $24,005 | $81,233-70.4% | $155,567-84.6% | $80,874-70.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 10.13% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,427 | $3,101-54.0% | $4,674-69.5% | $2,756-48.2% |
| Participant deferral / active EE | $2,152 | $3,452-37.7% | $5,628-61.8% | $4,297-49.9% |
| Admin fee / account holder | $2,321 | $7,998-71.0% | $15,916-85.4% | $6,935-66.5% |