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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 | $107,666-42.3% | $102,184-39.2% | $154,746-59.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 11.36% | 29.33%-18.0pp | 31.58%-20.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $941 | $3,846-75.5% | $3,594-73.8% | $4,379-78.5% |
| Participant deferral / active EE | $3,311 | $8,719-62.0% | $8,309-60.2% | $6,730-50.8% |
| Admin fee / account holder | $473 | $12,943-96.3% | $11,609-95.9% | $14,365-96.7% |