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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 | $53,259 | $62,146-14.3% | $81,438-34.6% | $74,546-28.6% |
| Participation rate | 28.7% | 64.1%-35.3pp | 69.5%-40.8pp | 67.2%-38.5pp |
| Annual return | 10.94% | 16.49%-5.5pp | 24.74%-13.8pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,073 | $1,883-43.0% | $2,460-56.4% | $2,624-59.1% |
| Participant deferral / active EE | $1,400 | $3,229-56.6% | $3,883-63.9% | $4,347-67.8% |
| Admin fee / account holder | $1,255 | $1,922-34.7% | $5,764-78.2% | $1,944-35.4% |