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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 | $40,347 | $81,276-50.4% | $155,574-74.1% | $80,925-50.1% |
| Participation rate | 60.3% | 66.2%-6.0pp | 78.2%-17.9pp | 67.7%-7.4pp |
| Annual return | 9.41% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $898 | $3,103-71.1% | $4,676-80.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,447 | $3,453-58.1% | $5,629-74.3% | $4,299-66.3% |
| Admin fee / account holder | $2,682 | $7,993-66.4% | $15,914-83.1% | $6,940-61.4% |