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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 | $31,612 | $94,436-66.5% | $115,599-72.7% | $82,637-61.7% |
| Participation rate | 60.5% | 70.4%-9.9pp | 74.3%-13.8pp | 68.1%-7.5pp |
| Annual return | 10.93% | 18.37%-7.4pp | 111.10%-100.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,164 | $2,324-49.9% | $2,955-60.6% | $2,552-54.4% |
| Participant deferral / active EE | $1,894 | $3,955-52.1% | $4,889-61.3% | $4,126-54.1% |
| Admin fee / account holder | $25,343 | $10,328+145.4% | $12,841+97.4% | $7,339+245.3% |