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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 | $20,858 | $84,236-75.2% | $170,435-87.8% | $70,126-70.3% |
| Participation rate | 63.0% | 70.8%-7.8pp | 83.6%-20.6pp | 69.5%-6.5pp |
| Annual return | 11.54% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,575 | $3,387-53.5% | $5,432-71.0% | $2,343-32.8% |
| Participant deferral / active EE | $2,486 | $3,086-19.5% | $4,939-49.7% | $3,332-25.4% |
| Admin fee / account holder | $1,527 | $5,698-73.2% | $13,881-89.0% | $4,645-67.1% |