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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 | $66,367 | $101,798-34.8% | $165,071-59.8% | $80,935-18.0% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.7%-19.5pp |
| Annual return | 10.52% | 16.73%-6.2pp | 70.17%-59.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $929 | $2,954-68.6% | $4,347-78.6% | $2,757-66.3% |
| Participant deferral / active EE | $2,668 | $4,476-40.4% | $6,035-55.8% | $4,299-38.0% |
| Admin fee / account holder | $3,679 | $8,221-55.3% | $12,695-71.0% | $6,924-46.9% |