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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 | $19,302 | $102,245-81.1% | $89,340-78.4% | $137,256-85.9% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 8.26% | 21.89%-13.6pp | 20.57%-12.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,018 | $2,529-59.8% | $2,231-54.4% | $4,156-75.5% |
| Participant deferral / active EE | $2,005 | $4,436-54.8% | $3,823-47.6% | $6,407-68.7% |
| Admin fee / account holder | $1,150 | $8,085-85.8% | $6,704-82.8% | $12,270-90.6% |