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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 | $60,087 | $71,197-15.6% | $93,669-35.9% | $80,925-25.7% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 9.93% | 11.27%-1.3pp | 133.59%-123.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $734 | $1,565-53.1% | $2,424-69.7% | $2,756-73.4% |
| Participant deferral / active EE | $1,712 | $4,036-57.6% | $4,416-61.2% | $4,299-60.2% |
| Admin fee / account holder | $1,413 | $6,959-79.7% | $8,291-83.0% | $6,940-79.6% |