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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 | $56,141 | $91,037-38.3% | $71,671-21.7% | $147,586-62.0% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 9.14% | 20.48%-11.3pp | 20.65%-11.5pp | 578.59%-569.4pp |
| Employer contribution / active EE | $698 | $3,327-79.0% | $2,460-71.6% | $4,876-85.7% |
| Participant deferral / active EE | $1,270 | $4,498-71.8% | $3,438-63.1% | $5,439-76.7% |
| Admin fee / account holder | $3,811 | $8,613-55.8% | $5,558-31.4% | $10,886-65.0% |