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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 | $27,008 | $81,487-66.9% | $102,412-73.6% | $80,935-66.6% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 5.64% | 25.60%-20.0pp | 24.94%-19.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $2,529 | $3,103-18.5% | $3,870-34.6% | $2,757-8.3% |
| Participant deferral / active EE | $3,490 | $3,871-9.8% | $5,060-31.0% | $4,299-18.8% |
| Admin fee / account holder | $2,528 | $6,717-62.4% | $8,388-69.9% | $6,924-63.5% |