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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 | $51,695 | $80,781-36.0% | $102,437-49.5% | $74,478-30.6% |
| Participation rate | 50.9% | 65.7%-14.8pp | 74.5%-23.6pp | 67.2%-16.4pp |
| Annual return | 10.81% | 27.58%-16.8pp | 24.95%-14.1pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $2,962 | $3,160-6.3% | $3,871-23.5% | $2,626+12.8% |
| Participant deferral / active EE | $2,667 | $3,862-30.9% | $5,060-47.3% | $4,350-38.7% |
| Admin fee / account holder | $2,812 | $2,372+18.5% | $8,388-66.5% | $1,946+44.5% |