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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 | $26,166 | $81,504-67.9% | $102,437-74.5% | $80,959-67.7% |
| Participation rate | 51.1% | 66.9%-15.7pp | 74.5%-23.4pp | 67.7%-16.6pp |
| Annual return | 10.03% | 25.60%-15.6pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,860 | $3,104-40.1% | $3,871-51.9% | $2,757-32.5% |
| Participant deferral / active EE | $3,382 | $3,871-12.6% | $5,060-33.2% | $4,300-21.3% |
| Admin fee / account holder | $2,104 | $6,719-68.7% | $8,388-74.9% | $6,925-69.6% |