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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 | $59,715 | $77,920-23.4% | $149,723-60.1% | $75,177-20.6% |
| Participation rate | 37.9% | 65.6%-27.7pp | 78.8%-40.9pp | 67.2%-29.3pp |
| Annual return | 5.34% | 31.72%-26.4pp | 134.50%-129.2pp | 160.75%-155.4pp |
| Employer contribution / active EE | $670 | $3,138-78.7% | $4,821-86.1% | $2,671-74.9% |
| Participant deferral / active EE | $2,274 | $3,411-33.4% | $5,682-60.0% | $4,126-44.9% |
| Admin fee / account holder | $1,061 | $5,951-82.2% | $13,215-92.0% | $5,651-81.2% |