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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 | $106,974-82.0% | $90,796-78.7% | $138,895-86.1% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.5%-13.9pp | 79.9%-24.4pp |
| Annual return | 8.26% | 20.10%-11.8pp | 19.29%-11.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,018 | $2,609-61.0% | $2,294-55.6% | $4,194-75.7% |
| Participant deferral / active EE | $2,005 | $4,455-55.0% | $3,822-47.5% | $6,396-68.7% |
| Admin fee / account holder | $1,150 | $8,626-86.7% | $7,024-83.6% | $12,562-90.8% |