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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 | $14,803 | $91,179-83.8% | $178,499-91.7% | $79,852-81.5% |
| Participation rate | 51.5% | 69.2%-17.7pp | 81.9%-30.4pp | 69.6%-18.1pp |
| Annual return | 5.80% | 24.19%-18.4pp | 151.10%-145.3pp | 31.72%-25.9pp |
| Employer contribution / active EE | $1,157 | $3,256-64.5% | $5,011-76.9% | $2,471-53.2% |
| Participant deferral / active EE | $1,642 | $3,236-49.3% | $5,202-68.4% | $3,740-56.1% |
| Admin fee / account holder | $4,515 | $6,749-33.1% | $13,986-67.7% | $5,306-14.9% |