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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 | $68,199 | $84,236-19.0% | $170,435-60.0% | $70,126-2.7% |
| Participation rate | 55.0% | 70.8%-15.8pp | 83.6%-28.6pp | 69.5%-14.5pp |
| Annual return | 10.94% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $829 | $3,387-75.5% | $5,432-84.7% | $2,343-64.6% |
| Participant deferral / active EE | $2,831 | $3,086-8.3% | $4,939-42.7% | $3,332-15.0% |
| Admin fee / account holder | $508 | $5,698-91.1% | $13,881-96.3% | $4,645-89.1% |