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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 | $25,897 | $93,598-72.3% | $135,974-81.0% | $75,173-65.6% |
| Participation rate | 56.1% | 75.2%-19.1pp | 81.9%-25.9pp | 67.2%-11.1pp |
| Annual return | 9.60% | 30.89%-21.3pp | 68.30%-58.7pp | 160.72%-151.1pp |
| Employer contribution / active EE | $1,206 | $3,538-65.9% | $4,859-75.2% | $2,671-54.9% |
| Participant deferral / active EE | $3,609 | $6,405-43.7% | $7,760-53.5% | $4,126-12.5% |
| Admin fee / account holder | $4,493 | $6,978-35.6% | $10,767-58.3% | $5,651-20.5% |