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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 | $47,908 | $91,179-47.5% | $178,499-73.2% | $79,852-40.0% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 3.66% | 24.19%-20.5pp | 151.10%-147.4pp | 31.72%-28.1pp |
| Employer contribution / active EE | $844 | $3,256-74.1% | $5,011-83.2% | $2,471-65.8% |
| Participant deferral / active EE | $2,093 | $3,236-35.3% | $5,202-59.8% | $3,740-44.0% |
| Admin fee / account holder | $1,174 | $6,749-82.6% | $13,986-91.6% | $5,306-77.9% |