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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 | $40,570 | $110,337-63.2% | $102,383-60.4% | $145,877-72.2% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 8.50% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $917 | $4,216-78.3% | $3,870-76.3% | $4,663-80.3% |
| Participant deferral / active EE | $2,322 | $5,621-58.7% | $5,060-54.1% | $6,691-65.3% |
| Admin fee / account holder | $2,441 | $9,750-75.0% | $8,391-70.9% | $13,402-81.8% |