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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 | $18,797 | $110,337-83.0% | $102,383-81.6% | $145,877-87.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.98% | 24.83%-17.9pp | 24.94%-18.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,170 | $4,216-48.5% | $3,870-43.9% | $4,663-53.5% |
| Participant deferral / active EE | $3,810 | $5,621-32.2% | $5,060-24.7% | $6,691-43.1% |
| Admin fee / account holder | $5,279 | $9,750-45.9% | $8,391-37.1% | $13,402-60.6% |