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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 | $47,410 | $53,841-11.9% | $75,731-37.4% | $85,851-44.8% |
| Participation rate | 60.4% | 69.0%-8.7pp | 74.8%-14.5pp | 69.3%-8.9pp |
| Annual return | 11.03% | 24.54%-13.5pp | 104.65%-93.6pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,768 | $2,017-12.3% | $2,743-35.5% | $2,565-31.1% |
| Participant deferral / active EE | $1,315 | $2,895-54.6% | $3,820-65.6% | $3,952-66.7% |
| Admin fee / account holder | $537 | $3,340-83.9% | $3,620-85.2% | $6,261-91.4% |