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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 | $62,271 | $106,864-41.7% | $147,318-57.7% | $82,637-24.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 13.83% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,336 | $3,417-60.9% | $4,593-70.9% | $2,552-47.7% |
| Participant deferral / active EE | $4,042 | $6,496-37.8% | $7,906-48.9% | $4,126-2.0% |
| Admin fee / account holder | $742 | $8,415-91.2% | $13,708-94.6% | $7,339-89.9% |