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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 | $46,593 | $49,976-6.8% | $66,674-30.1% | $82,637-43.6% |
| Participation rate | 61.4% | 63.1%-1.7pp | 73.7%-12.3pp | 68.1%-6.7pp |
| Annual return | 11.35% | 39.09%-27.7pp | 321.24%-309.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $965 | $1,988-51.4% | $2,620-63.2% | $2,552-62.2% |
| Participant deferral / active EE | $2,168 | $2,847-23.8% | $4,084-46.9% | $4,126-47.5% |
| Admin fee / account holder | $2,351 | $4,594-48.8% | $5,098-53.9% | $7,339-68.0% |