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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 | $28,738 | $65,364-56.0% | $92,909-69.1% | $72,975-60.6% |
| Participation rate | 60.7% | 68.3%-7.6pp | 76.0%-15.3pp | 69.5%-8.8pp |
| Annual return | 16.26% | 42.11%-25.8pp | 109.44%-93.2pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,735 | $2,594-33.1% | $3,653-52.5% | $2,440-28.9% |
| Participant deferral / active EE | $1,798 | $3,128-42.5% | $4,238-57.6% | $3,608-50.1% |
| Admin fee / account holder | $677 | $4,251-84.1% | $5,795-88.3% | $5,124-86.8% |