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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 | $53,274 | $115,225-53.8% | $100,712-47.1% | $138,895-61.6% |
| Participation rate | 68.8% | 74.3%-5.6pp | 69.3%-0.5pp | 79.9%-11.2pp |
| Annual return | 6.04% | 40.35%-34.3pp | 33.27%-27.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,016 | $2,771-63.4% | $2,313-56.1% | $4,194-75.8% |
| Participant deferral / active EE | $1,251 | $4,699-73.4% | $4,085-69.4% | $6,396-80.4% |
| Admin fee / account holder | $1,099 | $10,844-89.9% | $9,256-88.1% | $12,562-91.2% |