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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 | $51,631-56.8% | $129,397-82.8% | $80,925-72.4% |
| Participation rate | 54.5% | 56.9%-2.4pp | 69.6%-15.1pp | 67.7%-13.1pp |
| Annual return | 9.74% | 20.77%-11.0pp | 9453.98%-9444.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $956 | $1,583-39.6% | $4,154-77.0% | $2,756-65.3% |
| Participant deferral / active EE | $3,194 | $2,670+19.6% | $4,167-23.4% | $4,299-25.7% |
| Admin fee / account holder | $2,224 | $4,309-48.4% | $7,679-71.0% | $6,940-68.0% |