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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 | $36,814 | $77,920-52.8% | $149,723-75.4% | $75,177-51.0% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.50%-122.2pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,514 | $3,138-51.8% | $4,821-68.6% | $2,671-43.3% |
| Participant deferral / active EE | $3,076 | $3,411-9.8% | $5,682-45.9% | $4,126-25.5% |
| Admin fee / account holder | $692 | $5,951-88.4% | $13,215-94.8% | $5,651-87.7% |