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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 | $23,686 | $75,541-68.6% | $152,093-84.4% | $82,637-71.3% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.84% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,434 | $2,622-45.3% | $4,175-65.7% | $2,552-43.8% |
| Participant deferral / active EE | $2,814 | $3,206-12.2% | $5,451-48.4% | $4,126-31.8% |
| Admin fee / account holder | $2,815 | $6,405-56.0% | $14,497-80.6% | $7,339-61.6% |