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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 | $38,078 | $98,652-61.4% | $142,942-73.4% | $82,448-53.8% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.8%-8.8pp | 68.1%0pp |
| Annual return | 11.48% | 22.65%-11.2pp | 113.70%-102.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,585 | $3,211-50.6% | $4,139-61.7% | $2,551-37.9% |
| Participant deferral / active EE | $3,538 | $5,580-36.6% | $7,128-50.4% | $4,139-14.5% |
| Admin fee / account holder | $1,784 | $8,078-77.9% | $12,475-85.7% | $7,234-75.3% |