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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 | $41,807 | $76,834-45.6% | $108,359-61.4% | $87,485-52.2% |
| Participation rate | 61.5% | 61.7%-0.2pp | 70.1%-8.6pp | 68.9%-7.4pp |
| Annual return | 10.25% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.8pp |
| Employer contribution / active EE | $960 | $1,556-38.3% | $2,399-60.0% | $2,596-63.0% |
| Participant deferral / active EE | $1,800 | $3,100-42.0% | $4,137-56.5% | $4,274-57.9% |
| Admin fee / account holder | $4,993 | $6,537-23.6% | $9,741-48.7% | $7,775-35.8% |