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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 | $44,468 | $77,814-42.9% | $158,223-71.9% | $86,983-48.9% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 8.92% | 30.54%-21.6pp | 52.09%-43.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $924 | $2,592-64.4% | $4,109-77.5% | $2,584-64.2% |
| Participant deferral / active EE | $2,498 | $3,270-23.6% | $5,467-54.3% | $4,194-40.4% |
| Admin fee / account holder | $2,792 | $5,879-52.5% | $16,047-82.6% | $7,856-64.5% |