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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 | $55,004 | $211,288-74.0% | $178,540-69.2% | $145,884-62.3% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 7.39% | 30.27%-22.9pp | 27.15%-19.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,034 | $4,574-77.4% | $3,953-73.9% | $4,662-77.8% |
| Participant deferral / active EE | $3,510 | $6,967-49.6% | $6,281-44.1% | $6,690-47.5% |
| Admin fee / account holder | $828 | $12,105-93.2% | $10,424-92.1% | $13,392-93.8% |