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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 | $27,436 | $77,920-64.8% | $149,723-81.7% | $75,177-63.5% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 12.07% | 31.72%-19.6pp | 134.50%-122.4pp | 160.75%-148.7pp |
| Employer contribution / active EE | $672 | $3,138-78.6% | $4,821-86.1% | $2,671-74.9% |
| Participant deferral / active EE | $4,223 | $3,411+23.8% | $5,682-25.7% | $4,126+2.3% |
| Admin fee / account holder | $652 | $5,951-89.0% | $13,215-95.1% | $5,651-88.5% |