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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 | $18,976 | $45,050-57.9% | $63,018-69.9% | $70,126-72.9% |
| Participation rate | 69.2% | 69.5%-0.3pp | 74.8%-5.6pp | 69.5%-0.3pp |
| Annual return | 10.58% | 18.76%-8.2pp | 87.62%-77.0pp | 73.15%-62.6pp |
| Employer contribution / active EE | $559 | $2,052-72.8% | $2,761-79.8% | $2,343-76.2% |
| Participant deferral / active EE | $2,447 | $2,466-0.8% | $3,330-26.5% | $3,332-26.6% |
| Admin fee / account holder | $1,836 | $2,834-35.2% | $3,601-49.0% | $4,645-60.5% |