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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 | $26,660 | $77,574-65.6% | $108,753-75.5% | $86,983-69.4% |
| Participation rate | 58.7% | 62.3%-3.6pp | 71.1%-12.4pp | 69.5%-10.8pp |
| Annual return | 5.96% | 18.42%-12.5pp | 37.47%-31.5pp | 25.83%-19.9pp |
| Employer contribution / active EE | $1,457 | $1,611-9.5% | $2,427-39.9% | $2,584-43.6% |
| Participant deferral / active EE | $1,935 | $3,128-38.1% | $4,115-53.0% | $4,194-53.9% |
| Admin fee / account holder | $2,953 | $6,529-54.8% | $10,320-71.4% | $7,856-62.4% |