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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 | $45,330 | $91,559-50.5% | $133,971-66.2% | $79,852-43.2% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 9.59% | 61.85%-52.3pp | 45.09%-35.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,085 | $2,384-54.5% | $3,919-72.3% | $2,471-56.1% |
| Participant deferral / active EE | $3,030 | $3,734-18.8% | $5,047-40.0% | $3,740-19.0% |
| Admin fee / account holder | $1,588 | $6,321-74.9% | $8,929-82.2% | $5,306-70.1% |