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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 | $77,814-26.0% | $158,223-63.6% | $86,983-33.8% |
| Participation rate | 57.5% | 68.4%-10.9pp | 79.2%-21.7pp | 69.5%-12.0pp |
| Annual return | 11.82% | 30.54%-18.7pp | 52.09%-40.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $580 | $2,592-77.6% | $4,109-85.9% | $2,584-77.5% |
| Participant deferral / active EE | $2,041 | $3,270-37.6% | $5,467-62.7% | $4,194-51.3% |
| Admin fee / account holder | $1,138 | $5,879-80.6% | $16,047-92.9% | $7,856-85.5% |