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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 | $46,357 | $185,312-75.0% | $161,489-71.3% | $154,746-70.0% |
| Participation rate | 29.4% | 82.5%-53.1pp | 78.7%-49.3pp | 80.7%-51.3pp |
| Annual return | 8.89% | 103.84%-94.9pp | 89.72%-80.8pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,416 | $4,769-70.3% | $4,268-66.8% | $4,379-67.7% |
| Participant deferral / active EE | $2,513 | $6,350-60.4% | $5,630-55.4% | $6,730-62.7% |
| Admin fee / account holder | $7,403 | $18,654-60.3% | $16,006-53.8% | $14,365-48.5% |