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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 | $26,155 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-20.9pp | 68.1%-11.2pp |
| Annual return | 11.72% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,024 | $2,614-60.8% | $4,154-75.3% | $2,551-59.9% |
| Participant deferral / active EE | $1,434 | $3,214-55.4% | $5,453-73.7% | $4,139-65.4% |
| Admin fee / account holder | $3,900 | $6,352-38.6% | $14,116-72.4% | $7,234-46.1% |