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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 | $23,595 | $110,379-78.6% | $102,412-77.0% | $145,884-83.8% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 7.71% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,879 | $4,216-55.4% | $3,870-51.4% | $4,662-59.7% |
| Participant deferral / active EE | $5,701 | $5,622+1.4% | $5,060+12.7% | $6,690-14.8% |
| Admin fee / account holder | $1,369 | $9,745-85.9% | $8,388-83.7% | $13,392-89.8% |