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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 | $47,321 | $135,956-65.2% | $123,894-61.8% | $273,972-82.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.12% | 56.63%-55.5pp | 47.52%-46.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $926 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $2,359 | $6,343-62.8% | $5,984-60.6% | $5,287-55.4% |
| Admin fee / account holder | $1,363 | $9,817-86.1% | $8,357-83.7% | $10,133-86.5% |