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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 | $26,074 | $141,001-81.5% | $112,228-76.8% | $139,487-81.3% |
| Participation rate | 54.5% | 79.2%-24.7pp | 72.4%-17.9pp | 80.3%-25.8pp |
| Annual return | 3.08% | 32.75%-29.7pp | 30.23%-27.1pp | 373.84%-370.8pp |
| Employer contribution / active EE | $1,499 | $4,285-65.0% | $3,432-56.3% | $4,755-68.5% |
| Participant deferral / active EE | $2,473 | $5,877-57.9% | $4,800-48.5% | $6,713-63.2% |
| Admin fee / account holder | $7,587 | $9,959-23.8% | $7,752-2.1% | $11,407-33.5% |