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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 | $18,398 | $48,314-61.9% | $67,561-72.8% | $80,925-77.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.7%-36.9pp |
| Annual return | 6.13% | 18.28%-12.1pp | 3525.44%-3519.3pp | 35.65%-29.5pp |
| Employer contribution / active EE | $378 | $2,022-81.3% | $2,735-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $2,727 | $2,927-6.8% | $4,003-31.9% | $4,299-36.6% |
| Admin fee / account holder | $1,941 | $3,690-47.4% | $4,006-51.5% | $6,940-72.0% |