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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 | $28,018 | $88,672-68.4% | $105,223-73.4% | $82,448-66.0% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.1pp |
| Annual return | 12.16% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,231 | $3,048-59.6% | $3,689-66.6% | $2,551-51.7% |
| Participant deferral / active EE | $2,626 | $4,036-34.9% | $5,072-48.2% | $4,139-36.6% |
| Admin fee / account holder | $831 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |