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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 | $66,580 | $75,541-11.9% | $152,093-56.2% | $82,637-19.4% |
| Participation rate | 27.6% | 66.5%-39.0pp | 77.8%-50.2pp | 68.1%-40.5pp |
| Annual return | 11.33% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $931 | $2,622-64.5% | $4,175-77.7% | $2,552-63.5% |
| Participant deferral / active EE | $2,602 | $3,206-18.8% | $5,451-52.3% | $4,126-36.9% |
| Admin fee / account holder | $1,761 | $6,405-72.5% | $14,497-87.9% | $7,339-76.0% |