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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 | $17,206 | $48,300-64.4% | $40,145,923-100.0% | $62,881-72.6% |
| Participation rate | 61.5% | 62.0%-0.5pp | 68.4%-6.9pp | 69.3%-7.8pp |
| Annual return | -5.14% | 6.95%-12.1pp | 5.24%-10.4pp | 20.14%-25.3pp |
| Employer contribution / active EE | $1,021 | $1,333-23.4% | $1,844-44.6% | $2,281-55.2% |
| Participant deferral / active EE | $1,219 | $2,388-49.0% | $2,591-53.0% | $3,203-62.0% |
| Admin fee / account holder | $1,146 | $2,919-60.7% | $2,903-60.5% | $4,296-73.3% |