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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 | $65,311 | $100,970-35.3% | $96,576-32.4% | $137,256-52.4% |
| Participation rate | 43.5% | 82.6%-39.1pp | 81.4%-38.0pp | 80.0%-36.5pp |
| Annual return | 12.07% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $577 | $3,809-84.8% | $3,553-83.8% | $4,156-86.1% |
| Participant deferral / active EE | $3,942 | $8,286-52.4% | $7,956-50.4% | $6,407-38.5% |
| Admin fee / account holder | $2,757 | $11,312-75.6% | $11,381-75.8% | $12,270-77.5% |