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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 | $34,138 | $101,618-66.4% | $93,063-63.3% | $137,256-75.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 7.90% | 223.95%-216.0pp | 34.15%-26.3pp | 220.34%-212.4pp |
| Employer contribution / active EE | $731 | $2,707-73.0% | $2,476-70.5% | $4,156-82.4% |
| Participant deferral / active EE | $3,576 | $4,279-16.4% | $3,958-9.7% | $6,407-44.2% |
| Admin fee / account holder | $6,086 | $6,198-1.8% | $6,033+0.9% | $12,270-50.4% |