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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 | $46,181 | $76,407-39.6% | $150,298-69.3% | $82,448-44.0% |
| Participation rate | 63.6% | 66.4%-2.8pp | 77.8%-14.1pp | 68.1%-4.4pp |
| Annual return | 12.07% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $378 | $2,614-85.6% | $4,154-90.9% | $2,551-85.2% |
| Participant deferral / active EE | $1,384 | $3,214-56.9% | $5,453-74.6% | $4,139-66.6% |
| Admin fee / account holder | $2,639 | $6,352-58.4% | $14,116-81.3% | $7,234-63.5% |