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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 | $41,415 | $123,155-66.4% | $108,753-61.9% | $155,188-73.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 4.28% | 44.73%-40.5pp | 37.47%-33.2pp | 148.84%-144.6pp |
| Employer contribution / active EE | $1,868 | $2,811-33.5% | $2,427-23.0% | $4,248-56.0% |
| Participant deferral / active EE | $1,602 | $4,623-65.4% | $4,115-61.1% | $6,531-75.5% |
| Admin fee / account holder | $675 | $12,126-94.4% | $10,320-93.5% | $14,480-95.3% |