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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 | $53,712 | $91,559-41.3% | $133,971-59.9% | $79,852-32.7% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 8.79% | 61.85%-53.1pp | 45.09%-36.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,021 | $2,384-57.2% | $3,919-74.0% | $2,471-58.7% |
| Participant deferral / active EE | $1,739 | $3,734-53.4% | $5,047-65.5% | $3,740-53.5% |
| Admin fee / account holder | $734 | $6,321-88.4% | $8,929-91.8% | $5,306-86.2% |