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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 | $62,135 | $100,970-38.5% | $96,576-35.7% | $137,256-54.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 11.36% | 38.16%-26.8pp | 38.47%-27.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $941 | $3,809-75.3% | $3,553-73.5% | $4,156-77.4% |
| Participant deferral / active EE | $3,311 | $8,286-60.0% | $7,956-58.4% | $6,407-48.3% |
| Admin fee / account holder | $473 | $11,312-95.8% | $11,381-95.8% | $12,270-96.1% |