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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 | $23,780 | $68,880-65.5% | $120,580-80.3% | $80,959-70.6% |
| Participation rate | 34.5% | 61.7%-27.2pp | 72.0%-37.4pp | 67.7%-33.1pp |
| Annual return | 9.87% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,013 | $2,066-51.0% | $3,469-70.8% | $2,757-63.3% |
| Participant deferral / active EE | $1,969 | $3,191-38.3% | $4,995-60.6% | $4,300-54.2% |
| Admin fee / account holder | $1,325 | $5,785-77.1% | $9,418-85.9% | $6,925-80.9% |