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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 | $67,753 | $79,449-14.7% | $189,575-64.3% | $85,847-21.1% |
| Participation rate | 32.9% | 66.0%-33.1pp | 78.4%-45.6pp | 69.3%-36.5pp |
| Annual return | 8.89% | 18.45%-9.6pp | 64.19%-55.3pp | 318.61%-309.7pp |
| Employer contribution / active EE | $830 | $2,081-60.1% | $4,412-81.2% | $2,565-67.7% |
| Participant deferral / active EE | $1,753 | $4,051-56.7% | $6,174-71.6% | $3,952-55.6% |
| Admin fee / account holder | $1,480 | $5,377-72.5% | $9,806-84.9% | $6,261-76.4% |