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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 | $43,784 | $78,670-44.3% | $109,173-59.9% | $85,847-49.0% |
| Participation rate | 64.9% | 68.3%-3.4pp | 75.9%-11.0pp | 69.3%-4.5pp |
| Annual return | 11.03% | 25.09%-14.1pp | 25.75%-14.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,446 | $2,734-47.1% | $3,723-61.2% | $2,565-43.6% |
| Participant deferral / active EE | $2,871 | $3,467-17.2% | $4,654-38.3% | $3,952-27.4% |
| Admin fee / account holder | $4,034 | $5,469-26.2% | $6,755-40.3% | $6,261-35.6% |