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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 | $21,596 | $81,358-73.5% | $155,556-86.1% | $80,959-73.3% |
| Participation rate | 29.0% | 66.3%-37.3pp | 78.2%-49.2pp | 67.7%-38.7pp |
| Annual return | 9.18% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,053 | $3,106-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $1,896 | $3,455-45.1% | $5,631-66.3% | $4,300-55.9% |
| Admin fee / account holder | $1,119 | $7,994-86.0% | $15,885-93.0% | $6,925-83.8% |