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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 | $75,541-73.7% | $152,093-86.9% | $82,637-76.0% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.8%-19.6pp | 68.1%-9.9pp |
| Annual return | 10.04% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,327 | $2,622-49.4% | $4,175-68.2% | $2,552-48.0% |
| Participant deferral / active EE | $2,060 | $3,206-35.7% | $5,451-62.2% | $4,126-50.1% |
| Admin fee / account holder | $5,069 | $6,405-20.9% | $14,497-65.0% | $7,339-30.9% |