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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 | $24,347 | $51,642-52.9% | $129,384-81.2% | $80,935-69.9% |
| Participation rate | 57.9% | 56.9%+1.0pp | 69.6%-11.7pp | 67.7%-9.8pp |
| Annual return | 10.93% | 20.78%-9.9pp | 9461.77%-9450.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,610 | $1,583+1.7% | $4,153-61.2% | $2,757-41.6% |
| Participant deferral / active EE | $2,105 | $2,670-21.1% | $4,166-49.5% | $4,299-51.0% |
| Admin fee / account holder | $2,314 | $4,312-46.3% | $7,686-69.9% | $6,924-66.6% |