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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 | $14,802 | $81,358-81.8% | $155,556-90.5% | $80,959-81.7% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 8.17% | 33.39%-25.2pp | 64.84%-56.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,375 | $3,106-55.7% | $4,675-70.6% | $2,757-50.1% |
| Participant deferral / active EE | $2,299 | $3,455-33.5% | $5,631-59.2% | $4,300-46.5% |
| Admin fee / account holder | $2,296 | $7,994-71.3% | $15,885-85.5% | $6,925-66.8% |