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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 | $16,283 | $46,599-65.1% | $64,101-74.6% | $75,173-78.3% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.8pp | 67.2%-11.6pp |
| Annual return | 9.38% | 26.06%-16.7pp | 33.72%-24.3pp | 160.72%-151.3pp |
| Employer contribution / active EE | $1,138 | $1,975-42.4% | $2,749-58.6% | $2,671-57.4% |
| Participant deferral / active EE | $2,739 | $2,837-3.4% | $3,881-29.4% | $4,126-33.6% |
| Admin fee / account holder | $1,326 | $2,956-55.1% | $3,070-56.8% | $5,651-76.5% |