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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 | $50,406 | $79,955-37.0% | $98,461-48.8% | $75,173-32.9% |
| Participation rate | 65.5% | 70.4%-4.8pp | 75.2%-9.7pp | 67.2%-1.7pp |
| Annual return | 11.31% | 19.75%-8.4pp | 21.17%-9.9pp | 160.72%-149.4pp |
| Employer contribution / active EE | $635 | $2,264-71.9% | $3,049-79.2% | $2,671-76.2% |
| Participant deferral / active EE | $2,086 | $3,752-44.4% | $4,738-56.0% | $4,126-49.4% |
| Admin fee / account holder | $12,933 | $6,841+89.1% | $8,961+44.3% | $5,651+128.9% |