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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 | $44,893 | $86,949-48.4% | $102,460-56.2% | $80,959-44.5% |
| Participation rate | 65.3% | 72.4%-7.1pp | 76.5%-11.2pp | 67.7%-2.4pp |
| Annual return | 9.19% | 18.89%-9.7pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,087 | $2,370-54.1% | $3,025-64.1% | $2,757-60.6% |
| Participant deferral / active EE | $2,465 | $4,121-40.2% | $5,056-51.3% | $4,300-42.7% |
| Admin fee / account holder | $589 | $8,048-92.7% | $9,460-93.8% | $6,925-91.5% |