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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 | $38,113 | $77,814-51.0% | $158,223-75.9% | $86,983-56.2% |
| Participation rate | 57.3% | 68.4%-11.1pp | 79.2%-21.9pp | 69.5%-12.2pp |
| Annual return | 9.72% | 30.54%-20.8pp | 52.09%-42.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $443 | $2,592-82.9% | $4,109-89.2% | $2,584-82.9% |
| Participant deferral / active EE | $1,120 | $3,270-65.7% | $5,467-79.5% | $4,194-73.3% |
| Admin fee / account holder | $1,418 | $5,879-75.9% | $16,047-91.2% | $7,856-82.0% |