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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 | $49,993 | $73,988-32.4% | $96,538-48.2% | $75,177-33.5% |
| Participation rate | 65.6% | 66.4%-0.8pp | 74.3%-8.7pp | 67.2%-1.6pp |
| Annual return | 13.18% | 26.73%-13.5pp | 35.74%-22.6pp | 160.75%-147.6pp |
| Employer contribution / active EE | $823 | $2,930-71.9% | $3,740-78.0% | $2,671-69.2% |
| Participant deferral / active EE | $1,481 | $3,660-59.6% | $4,880-69.7% | $4,126-64.1% |
| Admin fee / account holder | $1,034 | $5,220-80.2% | $6,737-84.7% | $5,651-81.7% |