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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 | $50,951 | $99,053-48.6% | $88,179-42.2% | $138,895-63.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 4.84% | 78.17%-73.3pp | 64.97%-60.1pp | 145.39%-140.6pp |
| Employer contribution / active EE | $819 | $2,882-71.6% | $2,549-67.9% | $4,194-80.5% |
| Participant deferral / active EE | $7,197 | $5,225+37.7% | $4,614+56.0% | $6,396+12.5% |
| Admin fee / account holder | $4,253 | $8,748-51.4% | $7,673-44.6% | $12,562-66.1% |