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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 | $44,983 | $84,236-46.6% | $170,435-73.6% | $70,126-35.9% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 9.09% | 23.06%-14.0pp | 205.94%-196.8pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,272 | $3,387-62.5% | $5,432-76.6% | $2,343-45.7% |
| Participant deferral / active EE | $1,163 | $3,086-62.3% | $4,939-76.5% | $3,332-65.1% |
| Admin fee / account holder | $386 | $5,698-93.2% | $13,881-97.2% | $4,645-91.7% |