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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 | $27,464 | $65,361-58.0% | $92,903-70.4% | $72,983-62.4% |
| Participation rate | 51.8% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.7pp |
| Annual return | 16.30% | 42.11%-25.8pp | 109.43%-93.1pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,836 | $2,594-29.2% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $2,364 | $3,128-24.4% | $4,238-44.2% | $3,608-34.5% |
| Admin fee / account holder | $13,292 | $4,251+212.7% | $5,795+129.4% | $5,124+159.4% |