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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 | $51,742 | $71,057-27.2% | $93,654-44.8% | $80,874-36.0% |
| Participation rate | 58.8% | 60.4%-1.7pp | 68.7%-10.0pp | 67.6%-8.9pp |
| Annual return | 8.54% | 11.26%-2.7pp | 133.34%-124.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $899 | $1,564-42.5% | $2,421-62.8% | $2,756-67.4% |
| Participant deferral / active EE | $2,451 | $4,034-39.2% | $4,413-44.5% | $4,297-43.0% |
| Admin fee / account holder | $4,267 | $6,944-38.5% | $8,282-48.5% | $6,935-38.5% |