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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 | $59,543 | $71,208-16.4% | $93,681-36.4% | $80,911-26.4% |
| Participation rate | 51.6% | 60.4%-8.7pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 9.73% | 11.27%-1.5pp | 133.47%-123.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $994 | $1,564-36.5% | $2,422-59.0% | $2,756-63.9% |
| Participant deferral / active EE | $2,787 | $4,035-30.9% | $4,415-36.9% | $4,297-35.1% |
| Admin fee / account holder | $4,220 | $6,951-39.3% | $8,290-49.1% | $6,935-39.2% |