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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 | $15,764 | $77,920-79.8% | $149,723-89.5% | $75,177-79.0% |
| Participation rate | 62.7% | 65.6%-2.9pp | 78.8%-16.1pp | 67.2%-4.6pp |
| Annual return | 12.80% | 31.72%-18.9pp | 134.50%-121.7pp | 160.75%-148.0pp |
| Employer contribution / active EE | $651 | $3,138-79.2% | $4,821-86.5% | $2,671-75.6% |
| Participant deferral / active EE | $1,607 | $3,411-52.9% | $5,682-71.7% | $4,126-61.1% |
| Admin fee / account holder | $4,870 | $5,951-18.2% | $13,215-63.1% | $5,651-13.8% |