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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 | $21,523 | $97,125-77.8% | $86,233-75.0% | $137,256-84.3% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 8.31% | 74.19%-65.9pp | 61.39%-53.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,317 | $2,841-53.7% | $2,504-47.4% | $4,156-68.3% |
| Participant deferral / active EE | $2,171 | $5,180-58.1% | $4,559-52.4% | $6,407-66.1% |
| Admin fee / account holder | $1,776 | $9,725-81.7% | $8,342-78.7% | $12,270-85.5% |