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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 | $99,380-73.1% | $90,312-70.4% | $155,188-82.8% |
| Participation rate | 57.1% | 77.3%-20.2pp | 72.9%-15.8pp | 80.8%-23.7pp |
| Annual return | 2.25% | 19.35%-17.1pp | 18.90%-16.6pp | 148.84%-146.6pp |
| Employer contribution / active EE | $1,375 | $2,390-42.5% | $2,243-38.7% | $4,248-67.6% |
| Participant deferral / active EE | $1,959 | $4,212-53.5% | $3,749-47.8% | $6,531-70.0% |
| Admin fee / account holder | $613 | $9,766-93.7% | $8,248-92.6% | $14,480-95.8% |