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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 | $25,348 | $61,605-58.9% | $112,273-77.4% | $75,173-66.3% |
| Participation rate | 61.1% | 61.7%-0.6pp | 72.4%-11.3pp | 67.2%-6.1pp |
| Annual return | 7.43% | 28.47%-21.0pp | 30.23%-22.8pp | 160.72%-153.3pp |
| Employer contribution / active EE | $1,375 | $2,015-31.8% | $3,431-59.9% | $2,671-48.5% |
| Participant deferral / active EE | $1,730 | $3,108-44.3% | $4,800-64.0% | $4,126-58.1% |
| Admin fee / account holder | $1,331 | $4,862-72.6% | $7,752-82.8% | $5,651-76.4% |