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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 | $58,832 | $172,111-65.8% | $150,298-60.9% | $137,256-57.1% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 11.08% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $909 | $4,636-80.4% | $4,154-78.1% | $4,156-78.1% |
| Participant deferral / active EE | $2,369 | $6,166-61.6% | $5,453-56.6% | $6,407-63.0% |
| Admin fee / account holder | $788 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |