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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 | $75,541-65.4% | $152,093-82.8% | $82,637-68.3% |
| Participation rate | 56.8% | 66.5%-9.7pp | 77.8%-20.9pp | 68.1%-11.2pp |
| Annual return | 11.72% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,024 | $2,622-61.0% | $4,175-75.5% | $2,552-59.9% |
| Participant deferral / active EE | $1,434 | $3,206-55.3% | $5,451-73.7% | $4,126-65.2% |
| Admin fee / account holder | $3,900 | $6,405-39.1% | $14,497-73.1% | $7,339-46.9% |