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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 | $18,764 | $55,889-66.4% | $76,119-75.3% | $80,935-76.8% |
| Participation rate | 47.9% | 62.1%-14.1pp | 69.1%-21.2pp | 67.7%-19.7pp |
| Annual return | 5.79% | 20.58%-14.8pp | 361.25%-355.5pp | 35.66%-29.9pp |
| Employer contribution / active EE | $2,723 | $1,866+45.9% | $2,693+1.1% | $2,757-1.2% |
| Participant deferral / active EE | $1,691 | $3,051-44.6% | $4,259-60.3% | $4,299-60.7% |
| Admin fee / account holder | $3,569 | $5,241-31.9% | $6,421-44.4% | $6,924-48.5% |