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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 | $106,524-57.2% | $152,301-70.1% | $87,485-47.9% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.4%-13.5pp | 68.9%0pp |
| Annual return | 9.31% | 26.89%-17.6pp | 80.50%-71.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $796 | $3,371-76.4% | $4,624-82.8% | $2,596-69.3% |
| Participant deferral / active EE | $2,591 | $6,525-60.3% | $8,004-67.6% | $4,274-39.4% |
| Admin fee / account holder | $453 | $8,287-94.5% | $14,398-96.9% | $7,775-94.2% |