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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 | $19,160 | $49,239-61.1% | $70,462-72.8% | $79,858-76.0% |
| Participation rate | 65.2% | 69.2%-4.0pp | 75.1%-9.8pp | 69.6%-4.4pp |
| Annual return | 3.05% | 30.08%-27.0pp | 109.08%-106.0pp | 31.72%-28.7pp |
| Employer contribution / active EE | $548 | $2,100-73.9% | $2,737-80.0% | $2,471-77.8% |
| Participant deferral / active EE | $3,058 | $2,769+10.4% | $3,710-17.6% | $3,740-18.2% |
| Admin fee / account holder | $2,959 | $2,876+2.9% | $3,845-23.1% | $5,306-44.2% |