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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 | $30,743 | $82,133-62.6% | $147,318-79.1% | $64,097-52.0% |
| Participation rate | 54.2% | 62.3%-8.1pp | 82.1%-27.9pp | 55.2%-1.0pp |
| Annual return | 12.75% | 78.78%-66.0pp | 70.43%-57.7pp | 34.64%-21.9pp |
| Employer contribution / active EE | $1,559 | $2,872-45.7% | $4,593-66.1% | $1,891-17.6% |
| Participant deferral / active EE | $2,447 | $5,407-54.8% | $7,906-69.1% | $3,080-20.6% |
| Admin fee / account holder | $1,228 | $3,730-67.1% | $13,708-91.0% | $3,454-64.4% |