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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 | $53,871 | $54,763-1.6% | $90,324-40.4% | $72,976-26.2% |
| Participation rate | 30.5% | 65.2%-34.7pp | 73.3%-42.8pp | 69.5%-39.0pp |
| Annual return | 14.09% | 30.63%-16.5pp | 78.15%-64.1pp | 81.02%-66.9pp |
| Employer contribution / active EE | $805 | $2,093-61.5% | $2,856-71.8% | $2,440-67.0% |
| Participant deferral / active EE | $903 | $2,887-68.7% | $3,885-76.8% | $3,608-75.0% |
| Admin fee / account holder | $1,229 | $3,973-69.1% | $5,356-77.0% | $5,124-76.0% |