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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 | $43,237 | $110,379-60.8% | $102,412-57.8% | $145,884-70.4% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 9.00% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,993 | $4,216-52.7% | $3,870-48.5% | $4,662-57.3% |
| Participant deferral / active EE | $2,299 | $5,622-59.1% | $5,060-54.6% | $6,690-65.6% |
| Admin fee / account holder | $1,287 | $9,745-86.8% | $8,388-84.7% | $13,392-90.4% |