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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 | $47,869 | $88,996-46.2% | $78,004-38.6% | $138,895-65.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.4%-9.4pp | 79.9%-19.9pp |
| Annual return | 7.49% | 28.03%-20.5pp | 31.07%-23.6pp | 145.39%-137.9pp |
| Employer contribution / active EE | $2,052 | $2,917-29.6% | $2,469-16.9% | $4,194-51.1% |
| Participant deferral / active EE | $2,953 | $4,724-37.5% | $4,092-27.8% | $6,396-53.8% |
| Admin fee / account holder | $840 | $8,807-90.5% | $7,578-88.9% | $12,562-93.3% |