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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 | $79,256 | $111,233-28.7% | - | $145,978-45.7% |
| Participation rate | 50.0% | 68.6%-18.6pp | - | 80.3%-30.3pp |
| Annual return | 5.56% | 21.25%-15.7pp | - | 550.52%-545.0pp |
| Employer contribution / active EE | $906 | $5,741-84.2% | - | $4,662-80.6% |
| Participant deferral / active EE | $1,142 | $5,626-79.7% | - | $6,690-82.9% |
| Admin fee / account holder | $2,232 | $6,147-63.7% | - | $13,400-83.3% |