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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 | $65,441 | $86,294-24.2% | $111,303-41.2% | $85,856-23.8% |
| Participation rate | 47.4% | 73.3%-26.0pp | 77.3%-29.9pp | 69.3%-21.9pp |
| Annual return | 4.76% | 19.99%-15.2pp | 54.66%-49.9pp | 318.58%-313.8pp |
| Employer contribution / active EE | $927 | $2,043-54.6% | $2,731-66.1% | $2,565-63.9% |
| Participant deferral / active EE | $1,862 | $3,641-48.9% | $4,487-58.5% | $3,952-52.9% |
| Admin fee / account holder | $809 | $8,189-90.1% | $7,966-89.8% | $6,261-87.1% |