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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 | $49,209 | $83,485-41.1% | $125,180-60.7% | $72,983-32.6% |
| Participation rate | 63.9% | 73.3%-9.4pp | 79.8%-15.9pp | 69.5%-5.6pp |
| Annual return | 13.64% | 25.78%-12.1pp | 43.79%-30.1pp | 81.01%-67.4pp |
| Employer contribution / active EE | $858 | $2,346-63.4% | $3,866-77.8% | $2,440-64.8% |
| Participant deferral / active EE | $3,063 | $3,586-14.6% | $4,937-38.0% | $3,608-15.1% |
| Admin fee / account holder | $4,745 | $5,518-14.0% | $9,703-51.1% | $5,124-7.4% |