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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 | $45,597 | $107,421-57.6% | $182,262-75.0% | $94,015-51.5% |
| Participation rate | 69.0% | 77.8%-8.8pp | 84.2%-15.3pp | 70.8%-1.9pp |
| Annual return | 9.31% | 21.32%-12.0pp | 140.60%-131.3pp | 17.84%-8.5pp |
| Employer contribution / active EE | $796 | $3,448-76.9% | $5,046-84.2% | $2,790-71.5% |
| Participant deferral / active EE | $2,591 | $6,558-60.5% | $8,276-68.7% | $4,249-39.0% |
| Admin fee / account holder | $453 | $8,692-94.8% | $16,712-97.3% | $8,951-94.9% |