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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 | $24,163 | $60,349-60.0% | $74,184-67.4% | $62,881-61.6% |
| Participation rate | 58.5% | 72.7%-14.2pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 3.23% | 21.38%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $688 | $1,680-59.0% | $2,370-71.0% | $2,281-69.8% |
| Participant deferral / active EE | $2,339 | $2,856-18.1% | $3,550-34.1% | $3,203-27.0% |
| Admin fee / account holder | $1,503 | $4,261-64.7% | $5,586-73.1% | $4,296-65.0% |