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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 | $29,111 | $51,642-43.6% | $129,384-77.5% | $80,935-64.0% |
| Participation rate | 51.1% | 56.9%-5.8pp | 69.6%-18.5pp | 67.7%-16.6pp |
| Annual return | 10.77% | 20.78%-10.0pp | 9461.77%-9451.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,593 | $1,583+0.7% | $4,153-61.6% | $2,757-42.2% |
| Participant deferral / active EE | $3,060 | $2,670+14.6% | $4,166-26.6% | $4,299-28.8% |
| Admin fee / account holder | $1,073 | $4,312-75.1% | $7,686-86.0% | $6,924-84.5% |