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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 | $54,546 | $102,938-47.0% | $94,105-42.0% | $138,895-60.7% |
| Participation rate | 64.3% | 74.6%-10.4pp | 71.9%-7.7pp | 79.9%-15.6pp |
| Annual return | 8.76% | 250.28%-241.5pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,123 | $2,732-58.9% | $2,504-55.2% | $4,194-73.2% |
| Participant deferral / active EE | $1,589 | $4,196-62.1% | $3,881-59.1% | $6,396-75.2% |
| Admin fee / account holder | $2,066 | $6,600-68.7% | $6,199-66.7% | $12,562-83.6% |