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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 | $19,969 | $77,814-74.3% | $158,223-87.4% | $86,983-77.0% |
| Participation rate | 65.0% | 68.4%-3.4pp | 79.2%-14.2pp | 69.5%-4.5pp |
| Annual return | 9.85% | 30.54%-20.7pp | 52.09%-42.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $814 | $2,592-68.6% | $4,109-80.2% | $2,584-68.5% |
| Participant deferral / active EE | $2,056 | $3,270-37.1% | $5,467-62.4% | $4,194-51.0% |
| Admin fee / account holder | $2,297 | $5,879-60.9% | $16,047-85.7% | $7,856-70.8% |