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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 | $29,420 | $48,337-39.1% | $67,560-56.5% | $80,959-63.7% |
| Participation rate | 54.1% | 66.4%-12.4pp | 72.9%-18.9pp | 67.7%-13.6pp |
| Annual return | 10.56% | 18.26%-7.7pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $998 | $2,023-50.7% | $2,737-63.5% | $2,757-63.8% |
| Participant deferral / active EE | $2,042 | $2,928-30.3% | $4,004-49.0% | $4,300-52.5% |
| Admin fee / account holder | $2,072 | $3,695-43.9% | $3,994-48.1% | $6,925-70.1% |