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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 | $15,311 | $48,053-68.1% | $84,637-81.9% | $72,976-79.0% |
| Participation rate | 62.3% | 57.6%+4.7pp | 68.2%-6.0pp | 69.5%-7.2pp |
| Annual return | 12.10% | 37.39%-25.3pp | 258.82%-246.7pp | 81.02%-68.9pp |
| Employer contribution / active EE | $782 | $1,602-51.2% | $2,653-70.5% | $2,440-68.0% |
| Participant deferral / active EE | $2,005 | $2,681-25.2% | $3,900-48.6% | $3,608-44.4% |
| Admin fee / account holder | $2,402 | $3,395-29.3% | $4,914-51.1% | $5,124-53.1% |