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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 | $58,524 | $76,407-23.4% | $150,298-61.1% | $82,448-29.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 9.72% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $934 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $1,529 | $3,214-52.4% | $5,453-72.0% | $4,139-63.1% |
| Admin fee / account holder | $3,546 | $6,352-44.2% | $14,116-74.9% | $7,234-51.0% |