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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 | $74,084 | $86,294-14.1% | $111,303-33.4% | $85,856-13.7% |
| Participation rate | 41.1% | 73.3%-32.2pp | 77.3%-36.2pp | 69.3%-28.2pp |
| Annual return | 10.58% | 19.99%-9.4pp | 54.66%-44.1pp | 318.58%-308.0pp |
| Employer contribution / active EE | $634 | $2,043-69.0% | $2,731-76.8% | $2,565-75.3% |
| Participant deferral / active EE | $2,895 | $3,641-20.5% | $4,487-35.5% | $3,952-26.8% |
| Admin fee / account holder | $4,493 | $8,189-45.1% | $7,966-43.6% | $6,261-28.2% |