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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 | $29,077 | $172,111-83.1% | $150,298-80.7% | $137,256-78.8% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 5.35% | 69.37%-64.0pp | 62.79%-57.4pp | 220.34%-215.0pp |
| Employer contribution / active EE | $855 | $4,636-81.6% | $4,154-79.4% | $4,156-79.4% |
| Participant deferral / active EE | $3,722 | $6,166-39.6% | $5,453-31.7% | $6,407-41.9% |
| Admin fee / account holder | $5,057 | $16,471-69.3% | $14,116-64.2% | $12,270-58.8% |