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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 | $24,089 | $81,358-70.4% | $155,556-84.5% | $80,959-70.2% |
| Participation rate | 32.5% | 66.3%-33.8pp | 78.2%-45.7pp | 67.7%-35.2pp |
| Annual return | 9.11% | 33.39%-24.3pp | 64.84%-55.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,100 | $3,106-64.6% | $4,675-76.5% | $2,757-60.1% |
| Participant deferral / active EE | $1,841 | $3,455-46.7% | $5,631-67.3% | $4,300-57.2% |
| Admin fee / account holder | $1,811 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |