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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 | $12,559 | $81,276-84.5% | $155,574-91.9% | $80,925-84.5% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 9.90% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $758 | $3,103-75.6% | $4,676-83.8% | $2,756-72.5% |
| Participant deferral / active EE | $2,124 | $3,453-38.5% | $5,629-62.3% | $4,299-50.6% |
| Admin fee / account holder | $1,745 | $7,993-78.2% | $15,914-89.0% | $6,940-74.9% |