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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 | $16,675 | $48,327-65.5% | $67,575-75.3% | $80,935-79.4% |
| Participation rate | 57.1% | 66.4%-9.3pp | 72.9%-15.8pp | 67.7%-10.5pp |
| Annual return | 1.64% | 18.31%-16.7pp | 3528.98%-3527.3pp | 35.66%-34.0pp |
| Employer contribution / active EE | $797 | $2,022-60.6% | $2,736-70.8% | $2,757-71.1% |
| Participant deferral / active EE | $3,204 | $2,927+9.5% | $4,003-20.0% | $4,299-25.5% |
| Admin fee / account holder | $916 | $3,692-75.2% | $3,993-77.1% | $6,924-86.8% |