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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 | $25,776 | $72,273-64.3% | $101,275-74.5% | $79,856-67.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.15% | 22.30%-12.1pp | 46.48%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,460 | $2,691-45.8% | $3,660-60.1% | $2,471-40.9% |
| Participant deferral / active EE | $2,974 | $3,282-9.4% | $4,371-31.9% | $3,741-20.5% |
| Admin fee / account holder | $3,081 | $4,401-30.0% | $5,948-48.2% | $5,306-41.9% |