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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 | $61,441 | $181,062-66.1% | $158,223-61.2% | $155,188-60.4% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 7.54% | 57.39%-49.8pp | 52.09%-44.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $936 | $4,565-79.5% | $4,109-77.2% | $4,248-78.0% |
| Participant deferral / active EE | $1,909 | $6,134-68.9% | $5,467-65.1% | $6,531-70.8% |
| Admin fee / account holder | $1,102 | $18,825-94.1% | $16,047-93.1% | $14,480-92.4% |