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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 | $26,783 | $46,072-41.9% | $69,779-61.6% | $55,167-51.5% |
| Participation rate | 64.5% | 67.5%-3.0pp | 71.8%-7.3pp | 69.0%-4.5pp |
| Annual return | 4.61% | 8.68%-4.1pp | 12.99%-8.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,337 | $1,500-10.9% | $2,338-42.8% | $1,963-31.9% |
| Participant deferral / active EE | $2,777 | $2,344+18.5% | $2,931-5.2% | $3,054-9.1% |
| Admin fee / account holder | $1,784 | $428+317.2% | $4,381-59.3% | $504+254.1% |