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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 | $18,577 | $69,590-73.3% | $136,867-86.4% | $94,015-80.2% |
| Participation rate | 59.4% | 66.3%-6.9pp | 74.5%-15.2pp | 70.8%-11.4pp |
| Annual return | 9.90% | 19.62%-9.7pp | 42.97%-33.1pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,249 | $2,396-47.9% | $3,547-64.8% | $2,790-55.2% |
| Participant deferral / active EE | $1,644 | $3,437-52.2% | $4,924-66.6% | $4,249-61.3% |
| Admin fee / account holder | $5,088 | $8,912-42.9% | $10,340-50.8% | $8,951-43.2% |