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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 | $20,929 | $73,787-71.6% | $98,716-78.8% | $82,448-74.6% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 8.57% | 18.57%-10.0pp | 31.81%-23.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $805 | $1,511-46.7% | $2,279-64.7% | $2,551-68.4% |
| Participant deferral / active EE | $2,542 | $3,081-17.5% | $4,048-37.2% | $4,139-38.6% |
| Admin fee / account holder | $1,375 | $6,500-78.9% | $8,703-84.2% | $7,234-81.0% |