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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 | $19,194 | $48,277-60.2% | $67,511-71.6% | $80,874-76.3% |
| Participation rate | 61.1% | 66.4%-5.3pp | 72.9%-11.8pp | 67.6%-6.5pp |
| Annual return | 10.70% | 18.27%-7.6pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,895 | $2,021-6.2% | $2,733-30.6% | $2,756-31.2% |
| Participant deferral / active EE | $3,438 | $2,926+17.5% | $4,000-14.0% | $4,297-20.0% |
| Admin fee / account holder | $534 | $3,687-85.5% | $3,999-86.6% | $6,935-92.3% |