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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 | $51,520 | $100,970-49.0% | $96,576-46.7% | $137,256-62.5% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 10.99% | 38.16%-27.2pp | 38.47%-27.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $342 | $3,809-91.0% | $3,553-90.4% | $4,156-91.8% |
| Participant deferral / active EE | $3,812 | $8,286-54.0% | $7,956-52.1% | $6,407-40.5% |
| Admin fee / account holder | $3,675 | $11,312-67.5% | $11,381-67.7% | $12,270-70.0% |