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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 | $26,702 | $103,164-74.1% | $90,259-70.4% | $154,746-82.7% |
| Participation rate | 57.1% | 76.1%-18.9pp | 70.7%-13.6pp | 80.7%-23.6pp |
| Annual return | 2.25% | 19.25%-17.0pp | 18.88%-16.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $1,375 | $2,532-45.7% | $2,291-40.0% | $4,379-68.6% |
| Participant deferral / active EE | $1,959 | $4,422-55.7% | $3,827-48.8% | $6,730-70.9% |
| Admin fee / account holder | $613 | $8,593-92.9% | $7,267-91.6% | $14,365-95.7% |