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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 | $22,306 | $51,638-56.8% | $129,406-82.8% | $80,959-72.4% |
| Participation rate | 54.5% | 56.9%-2.4pp | 69.6%-15.1pp | 67.7%-13.1pp |
| Annual return | 9.74% | 20.78%-11.0pp | 9468.18%-9458.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $956 | $1,584-39.6% | $4,155-77.0% | $2,757-65.3% |
| Participant deferral / active EE | $3,194 | $2,670+19.6% | $4,167-23.4% | $4,300-25.7% |
| Admin fee / account holder | $2,224 | $4,313-48.4% | $7,689-71.1% | $6,925-67.9% |