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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 | $56,836 | $83,485-31.9% | $125,180-54.6% | $72,983-22.1% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 15.28% | 25.78%-10.5pp | 43.79%-28.5pp | 81.01%-65.7pp |
| Employer contribution / active EE | $1,078 | $2,346-54.0% | $3,866-72.1% | $2,440-55.8% |
| Participant deferral / active EE | $2,159 | $3,586-39.8% | $4,937-56.3% | $3,608-40.2% |
| Admin fee / account holder | $308 | $5,518-94.4% | $9,703-96.8% | $5,124-94.0% |