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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 | $19,858 | $76,407-74.0% | $150,298-86.8% | $82,448-75.9% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.6pp | 68.1%-9.9pp |
| Annual return | 10.04% | 39.99%-30.0pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,327 | $2,614-49.2% | $4,154-68.1% | $2,551-48.0% |
| Participant deferral / active EE | $2,060 | $3,214-35.9% | $5,453-62.2% | $4,139-50.2% |
| Admin fee / account holder | $5,069 | $6,352-20.2% | $14,116-64.1% | $7,234-29.9% |