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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 | $50,843 | $81,262-37.4% | $155,602-67.3% | $80,911-37.2% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 10.20% | 33.34%-23.1pp | 64.81%-54.6pp | 35.63%-25.4pp |
| Employer contribution / active EE | $611 | $3,102-80.3% | $4,675-86.9% | $2,756-77.8% |
| Participant deferral / active EE | $1,726 | $3,451-50.0% | $5,629-69.3% | $4,297-59.8% |
| Admin fee / account holder | $603 | $7,992-92.5% | $15,923-96.2% | $6,935-91.3% |