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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 | $77,814-74.5% | $158,223-87.4% | $86,983-77.2% |
| Participation rate | 58.1% | 68.4%-10.3pp | 79.2%-21.1pp | 69.5%-11.4pp |
| Annual return | 10.04% | 30.54%-20.5pp | 52.09%-42.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,327 | $2,592-48.8% | $4,109-67.7% | $2,584-48.6% |
| Participant deferral / active EE | $2,060 | $3,270-37.0% | $5,467-62.3% | $4,194-50.9% |
| Admin fee / account holder | $5,069 | $5,879-13.8% | $16,047-68.4% | $7,856-35.5% |