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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 | $55,601 | $90,400-38.5% | $186,193-70.1% | $87,485-36.4% |
| Participation rate | 60.5% | 66.2%-5.7pp | 77.1%-16.6pp | 68.9%-8.4pp |
| Annual return | 11.74% | 22.15%-10.4pp | 78.03%-66.3pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,814 | $2,170-16.4% | $3,918-53.7% | $2,596-30.1% |
| Participant deferral / active EE | $4,106 | $4,330-5.2% | $6,513-37.0% | $4,274-3.9% |
| Admin fee / account holder | $5,922 | $8,673-31.7% | $11,058-46.4% | $7,775-23.8% |