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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 | $47,600 | $77,814-38.8% | $158,223-69.9% | $86,983-45.3% |
| Participation rate | 65.9% | 68.4%-2.5pp | 79.2%-13.3pp | 69.5%-3.6pp |
| Annual return | 7.93% | 30.54%-22.6pp | 52.09%-44.2pp | 25.83%-17.9pp |
| Employer contribution / active EE | $3,756 | $2,592+44.9% | $4,109-8.6% | $2,584+45.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,783 | $5,879+15.4% | $16,047-57.7% | $7,856-13.7% |