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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 | $41,597 | $124,425-66.6% | $112,040-62.9% | $137,256-69.7% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 8.61% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,985 | $3,411-41.8% | $2,954-32.8% | $4,156-52.2% |
| Participant deferral / active EE | $3,548 | $5,718-37.9% | $5,098-30.4% | $6,407-44.6% |
| Admin fee / account holder | $647 | $15,207-95.7% | $12,098-94.7% | $12,270-94.7% |