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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 | $18,815 | $47,479-60.4% | $62,929-70.1% | $82,448-77.2% |
| Participation rate | 59.5% | 66.9%-7.3pp | 73.1%-13.6pp | 68.1%-8.5pp |
| Annual return | 6.98% | 20.34%-13.4pp | 1063.93%-1056.9pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,133 | $1,885-39.9% | $2,505-54.8% | $2,551-55.6% |
| Participant deferral / active EE | $3,206 | $2,870+11.7% | $3,888-17.5% | $4,139-22.5% |
| Admin fee / account holder | $3,038 | $3,804-20.1% | $5,065-40.0% | $7,234-58.0% |