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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 | $51,543 | $184,014-72.0% | $161,149-68.0% | $138,895-62.9% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.8%-39.7pp | 79.9%-40.8pp |
| Annual return | 9.02% | 21.52%-12.5pp | 21.16%-12.1pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,464 | $5,055-71.0% | $4,360-66.4% | $4,194-65.1% |
| Participant deferral / active EE | $3,616 | $6,909-47.7% | $6,153-41.2% | $6,396-43.5% |
| Admin fee / account holder | $692 | $18,027-96.2% | $15,194-95.4% | $12,562-94.5% |