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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 | $51,606-52.8% | $129,339-81.2% | $80,911-69.9% |
| Participation rate | 57.9% | 57.0%+0.9pp | 69.6%-11.7pp | 67.6%-9.8pp |
| Annual return | 10.93% | 20.76%-9.8pp | 9437.05%-9426.1pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,610 | $1,582+1.7% | $4,154-61.3% | $2,756-41.6% |
| Participant deferral / active EE | $2,105 | $2,669-21.1% | $4,170-49.5% | $4,297-51.0% |
| Admin fee / account holder | $2,314 | $4,310-46.3% | $7,668-69.8% | $6,935-66.6% |