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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 | $53,061 | $93,617-43.3% | $135,982-61.0% | $75,177-29.4% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-13.0pp | 67.2%+1.8pp |
| Annual return | 11.98% | 30.89%-18.9pp | 68.32%-56.3pp | 160.75%-148.8pp |
| Employer contribution / active EE | $2,147 | $3,538-39.3% | $4,859-55.8% | $2,671-19.6% |
| Participant deferral / active EE | $3,207 | $6,406-49.9% | $7,760-58.7% | $4,126-22.3% |
| Admin fee / account holder | $940 | $6,980-86.5% | $10,767-91.3% | $5,651-83.4% |