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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 | $28,209 | $84,236-66.5% | $170,439-83.4% | $70,124-59.8% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 11.98% | 23.06%-11.1pp | 205.94%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,751 | $3,387-48.3% | $5,433-67.8% | $2,342-25.2% |
| Participant deferral / active EE | $2,063 | $3,086-33.2% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $336 | $5,698-94.1% | $13,881-97.6% | $4,645-92.8% |