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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 | $17,539 | $57,119-69.3% | $85,187-79.4% | $80,935-78.3% |
| Participation rate | 48.9% | 56.4%-7.5pp | 67.5%-18.6pp | 67.7%-18.7pp |
| Annual return | 9.96% | 21.70%-11.7pp | 66.67%-56.7pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,450 | $1,802-19.5% | $2,732-46.9% | $2,757-47.4% |
| Participant deferral / active EE | $2,538 | $3,115-18.5% | $4,525-43.9% | $4,299-41.0% |
| Admin fee / account holder | $860 | $4,990-82.8% | $6,162-86.1% | $6,924-87.6% |