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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 | $102,245-73.9% | $89,340-70.1% | $137,256-80.5% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 2.25% | 21.89%-19.6pp | 20.57%-18.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $1,375 | $2,529-45.6% | $2,231-38.4% | $4,156-66.9% |
| Participant deferral / active EE | $1,959 | $4,436-55.8% | $3,823-48.8% | $6,407-69.4% |
| Admin fee / account holder | $613 | $8,085-92.4% | $6,704-90.9% | $12,270-95.0% |