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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 | $57,119 | $80,992-29.5% | $96,534-40.8% | $75,173-24.0% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 2.49% | 27.05%-24.6pp | 25.88%-23.4pp | 160.72%-158.2pp |
| Employer contribution / active EE | $1,456 | $2,283-36.2% | $2,965-50.9% | $2,671-45.5% |
| Participant deferral / active EE | $3,961 | $3,929+0.8% | $4,851-18.3% | $4,126-4.0% |
| Admin fee / account holder | $741 | $6,717-89.0% | $8,253-91.0% | $5,651-86.9% |