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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 | $19,290 | $90,674-78.7% | $96,707-80.1% | $82,448-76.6% |
| Participation rate | 51.9% | 75.9%-24.1pp | 80.4%-28.5pp | 68.1%-16.2pp |
| Annual return | 10.58% | 49.05%-38.5pp | 34.78%-24.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,947 | $3,975-51.0% | $4,191-53.5% | $2,551-23.7% |
| Participant deferral / active EE | $2,804 | $5,696-50.8% | $5,997-53.2% | $4,139-32.3% |
| Admin fee / account holder | $1,514 | $7,568-80.0% | $7,503-79.8% | $7,234-79.1% |