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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 | $44,036 | $78,636-44.0% | $105,607-58.3% | $74,459-40.9% |
| Participation rate | 65.3% | 72.8%-7.4pp | 75.3%-10.0pp | 67.2%-1.9pp |
| Annual return | 11.12% | 15.96%-4.8pp | 116.11%-105.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $822 | $2,523-67.4% | $3,167-74.1% | $2,626-68.7% |
| Participant deferral / active EE | $3,453 | $4,322-20.1% | $5,011-31.1% | $4,350-20.6% |
| Admin fee / account holder | $966 | $2,220-56.5% | $10,958-91.2% | $1,945-50.3% |