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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 | $27,079 | $70,684-61.7% | $169,390-84.0% | $75,173-64.0% |
| Participation rate | 63.0% | 64.8%-1.8pp | 77.2%-14.1pp | 67.2%-4.2pp |
| Annual return | 12.73% | 36.38%-23.7pp | 406.07%-393.3pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,318 | $2,211-40.4% | $4,013-67.1% | $2,671-50.6% |
| Participant deferral / active EE | $2,328 | $4,310-46.0% | $6,222-62.6% | $4,126-43.6% |
| Admin fee / account holder | $1,503 | $5,404-72.2% | $9,015-83.3% | $5,651-73.4% |