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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 | $57,570 | $75,541-23.8% | $152,093-62.1% | $82,637-30.3% |
| Participation rate | 57.5% | 66.5%-9.0pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 11.82% | 32.56%-20.7pp | 66.36%-54.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $580 | $2,622-77.9% | $4,175-86.1% | $2,552-77.3% |
| Participant deferral / active EE | $2,041 | $3,206-36.3% | $5,451-62.6% | $4,126-50.5% |
| Admin fee / account holder | $1,138 | $6,405-82.2% | $14,497-92.2% | $7,339-84.5% |