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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 | $47,683 | $100,262-52.4% | $81,370-41.4% | $145,897-67.3% |
| Participation rate | 46.2% | 74.3%-28.1pp | 69.5%-23.4pp | 80.3%-34.2pp |
| Annual return | 5.67% | 34.52%-28.9pp | 24.85%-19.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $912 | $2,979-69.4% | $2,464-63.0% | $4,663-80.4% |
| Participant deferral / active EE | $3,288 | $4,612-28.7% | $3,885-15.4% | $6,689-50.8% |
| Admin fee / account holder | $4,252 | $8,163-47.9% | $5,749-26.0% | $13,390-68.2% |