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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 | $18,930 | $57,061-66.8% | $85,063-77.7% | $80,911-76.6% |
| Participation rate | 57.9% | 56.3%+1.5pp | 67.5%-9.6pp | 67.6%-9.8pp |
| Annual return | 9.83% | 21.66%-11.8pp | 66.54%-56.7pp | 35.63%-25.8pp |
| Employer contribution / active EE | $967 | $1,799-46.3% | $2,727-64.6% | $2,756-64.9% |
| Participant deferral / active EE | $2,530 | $3,110-18.7% | $4,523-44.1% | $4,297-41.1% |
| Admin fee / account holder | $2,062 | $4,986-58.6% | $6,155-66.5% | $6,935-70.3% |