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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 | $48,411 | $78,670-38.5% | $109,173-55.7% | $85,847-43.6% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 11.07% | 25.09%-14.0pp | 25.75%-14.7pp | 318.61%-307.5pp |
| Employer contribution / active EE | $767 | $2,734-71.9% | $3,723-79.4% | $2,565-70.1% |
| Participant deferral / active EE | $1,953 | $3,467-43.7% | $4,654-58.0% | $3,952-50.6% |
| Admin fee / account holder | $388 | $5,469-92.9% | $6,755-94.3% | $6,261-93.8% |