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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 | $3,300 | $16,790-80.3% | $64,489-94.9% | $67,986-95.1% |
| Participation rate | 64.6% | 62.4%+2.2pp | 67.7%-3.1pp | 57.2%+7.4pp |
| Annual return | 14.76% | 30.55%-15.8pp | 55.03%-40.3pp | 31.67%-16.9pp |
| Employer contribution / active EE | $752 | $648+16.1% | $1,523-50.6% | $2,019-62.8% |
| Participant deferral / active EE | $845 | $1,510-44.0% | $2,778-69.6% | $3,358-74.8% |
| Admin fee / account holder | $1,668 | $1,690-1.3% | $4,260-60.8% | $3,203-47.9% |