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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 | $59,177 | $76,407-22.6% | $150,298-60.6% | $82,448-28.2% |
| Participation rate | 38.1% | 66.4%-28.3pp | 77.8%-39.7pp | 68.1%-30.0pp |
| Annual return | 11.54% | 39.99%-28.5pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $823 | $2,614-68.5% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $2,254 | $3,214-29.9% | $5,453-58.7% | $4,139-45.6% |
| Admin fee / account holder | $6,170 | $6,352-2.9% | $14,116-56.3% | $7,234-14.7% |