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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 | $23,025 | $81,276-71.7% | $155,574-85.2% | $80,925-71.5% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 9.09% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,015 | $3,103-67.3% | $4,676-78.3% | $2,756-63.2% |
| Participant deferral / active EE | $1,795 | $3,453-48.0% | $5,629-68.1% | $4,299-58.2% |
| Admin fee / account holder | $1,546 | $7,993-80.7% | $15,914-90.3% | $6,940-77.7% |