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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 | $46,786 | $93,617-50.0% | $135,982-65.6% | $75,177-37.8% |
| Participation rate | 55.8% | 75.2%-19.4pp | 81.9%-26.1pp | 67.2%-11.4pp |
| Annual return | 15.04% | 30.89%-15.8pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,691 | $3,538-52.2% | $4,859-65.2% | $2,671-36.7% |
| Participant deferral / active EE | $3,754 | $6,406-41.4% | $7,760-51.6% | $4,126-9.0% |
| Admin fee / account holder | $361 | $6,980-94.8% | $10,767-96.6% | $5,651-93.6% |