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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 | $40,836 | $78,707-48.1% | $117,861-65.4% | $70,126-41.8% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.5pp | 69.5%-7.4pp |
| Annual return | 7.83% | 23.30%-15.5pp | 335.11%-327.3pp | 73.15%-65.3pp |
| Employer contribution / active EE | $614 | $2,223-72.4% | $3,786-83.8% | $2,343-73.8% |
| Participant deferral / active EE | $2,432 | $3,297-26.2% | $4,482-45.7% | $3,332-27.0% |
| Admin fee / account holder | $1,668 | $5,066-67.1% | $8,021-79.2% | $4,645-64.1% |