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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 | $51,123 | $107,666-52.5% | $102,184-50.0% | $154,746-67.0% |
| Participation rate | 68.4% | 83.7%-15.3pp | 82.6%-14.2pp | 80.7%-12.3pp |
| Annual return | 4.31% | 29.33%-25.0pp | 31.58%-27.3pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,187 | $3,846-69.1% | $3,594-67.0% | $4,379-72.9% |
| Participant deferral / active EE | $3,599 | $8,719-58.7% | $8,309-56.7% | $6,730-46.5% |
| Admin fee / account holder | $3,263 | $12,943-74.8% | $11,609-71.9% | $14,365-77.3% |