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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 | $64,437 | $89,259-27.8% | $107,187-39.9% | $82,637-22.0% |
| Participation rate | 43.1% | 67.9%-24.9pp | 75.0%-31.9pp | 68.1%-25.0pp |
| Annual return | 12.62% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,862 | $3,080-39.6% | $3,782-50.8% | $2,552-27.1% |
| Participant deferral / active EE | $3,748 | $4,037-7.2% | $5,096-26.4% | $4,126-9.2% |
| Admin fee / account holder | $5,482 | $7,381-25.7% | $9,162-40.2% | $7,339-25.3% |