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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 | $63,486 | $181,896-65.1% | $156,551-59.4% | $273,972-76.8% |
| Participation rate | 60.9% | 88.4%-27.5pp | 84.0%-23.1pp | 83.0%-22.1pp |
| Annual return | -0.51% | 30.74%-31.2pp | 32.23%-32.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,423 | $6,248-77.2% | $5,501-74.1% | $4,869-70.8% |
| Participant deferral / active EE | $3,738 | $5,550-32.7% | $4,871-23.3% | $5,287-29.3% |
| Admin fee / account holder | $1,448 | $15,560-90.7% | $13,028-88.9% | $10,133-85.7% |