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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 | $81,276-81.8% | $155,574-90.5% | $80,925-81.7% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 8.17% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $1,375 | $3,103-55.7% | $4,676-70.6% | $2,756-50.1% |
| Participant deferral / active EE | $2,299 | $3,453-33.4% | $5,629-59.2% | $4,299-46.5% |
| Admin fee / account holder | $2,296 | $7,993-71.3% | $15,914-85.6% | $6,940-66.9% |