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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 | $19,445 | $81,233-76.1% | $155,567-87.5% | $80,874-76.0% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 9.96% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,621 | $3,101-47.7% | $4,674-65.3% | $2,756-41.2% |
| Participant deferral / active EE | $2,840 | $3,452-17.7% | $5,628-49.5% | $4,297-33.9% |
| Admin fee / account holder | $1,767 | $7,998-77.9% | $15,916-88.9% | $6,935-74.5% |