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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 | $16,053 | $115,225-86.1% | $100,712-84.1% | $138,895-88.4% |
| Participation rate | 68.4% | 74.3%-5.9pp | 69.3%-0.9pp | 79.9%-11.5pp |
| Annual return | 5.57% | 40.35%-34.8pp | 33.27%-27.7pp | 145.39%-139.8pp |
| Employer contribution / active EE | $1,600 | $2,771-42.2% | $2,313-30.8% | $4,194-61.8% |
| Participant deferral / active EE | $3,182 | $4,699-32.3% | $4,085-22.1% | $6,396-50.3% |
| Admin fee / account holder | $2,007 | $10,844-81.5% | $9,256-78.3% | $12,562-84.0% |