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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 | $58,964 | $80,705-26.9% | $115,768-49.1% | $67,986-13.3% |
| Participation rate | 54.8% | 63.0%-8.2pp | 74.4%-19.6pp | 57.2%-2.4pp |
| Annual return | 12.64% | 18.49%-5.9pp | 100.46%-87.8pp | 31.67%-19.0pp |
| Employer contribution / active EE | $593 | $2,046-71.0% | $2,940-79.8% | $2,019-70.6% |
| Participant deferral / active EE | $3,072 | $3,559-13.7% | $4,917-37.5% | $3,358-8.5% |
| Admin fee / account holder | $578 | $4,135-86.0% | $12,439-95.3% | $3,203-81.9% |