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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 | $63,705 | $87,132-26.9% | $105,624-39.7% | $80,959-21.3% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 8.28% | 17.03%-8.7pp | 116.20%-107.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $748 | $2,397-68.8% | $3,168-76.4% | $2,757-72.9% |
| Participant deferral / active EE | $2,655 | $3,985-33.4% | $5,013-47.0% | $4,300-38.3% |
| Admin fee / account holder | $4,665 | $8,449-44.8% | $10,961-57.4% | $6,925-32.6% |