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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 | $60,679 | $155,555-61.0% | $146,866-58.7% | $155,188-60.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 2.83% | 115.41%-112.6pp | 102.85%-100.0pp | 148.84%-146.0pp |
| Employer contribution / active EE | $998 | $4,647-78.5% | $4,425-77.5% | $4,248-76.5% |
| Participant deferral / active EE | $5,279 | $8,044-34.4% | $7,759-32.0% | $6,531-19.2% |
| Admin fee / account holder | $6,692 | $14,755-54.6% | $13,620-50.9% | $14,480-53.8% |