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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 | $52,242 | $53,837-3.0% | $75,714-31.0% | $85,847-39.1% |
| Participation rate | 55.2% | 69.1%-13.9pp | 74.8%-19.7pp | 69.3%-14.1pp |
| Annual return | 12.12% | 24.54%-12.4pp | 104.62%-92.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $694 | $2,017-65.6% | $2,744-74.7% | $2,565-72.9% |
| Participant deferral / active EE | $2,900 | $2,895+0.1% | $3,820-24.1% | $3,952-26.6% |
| Admin fee / account holder | $3,311 | $3,339-0.8% | $3,619-8.5% | $6,261-47.1% |