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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 | $44,959 | $123,793-63.7% | $177,840-74.7% | $79,852-43.7% |
| Participation rate | 57.1% | 84.7%-27.5pp | 87.7%-30.6pp | 69.6%-12.5pp |
| Annual return | 9.24% | 22.82%-13.6pp | 48.32%-39.1pp | 31.72%-22.5pp |
| Employer contribution / active EE | $1,503 | $4,095-63.3% | $5,919-74.6% | $2,471-39.2% |
| Participant deferral / active EE | $2,939 | $5,956-50.7% | $7,714-61.9% | $3,740-21.4% |
| Admin fee / account holder | $310 | $7,243-95.7% | $12,431-97.5% | $5,306-94.2% |