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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 | $66,265 | $57,590+15.1% | $86,233-23.2% | $82,448-19.6% |
| Participation rate | 51.5% | 57.9%-6.3pp | 69.0%-17.5pp | 68.1%-16.6pp |
| Annual return | 13.40% | 22.41%-9.0pp | 61.39%-48.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,430 | $1,655-13.6% | $2,504-42.9% | $2,551-44.0% |
| Participant deferral / active EE | $2,317 | $3,080-24.8% | $4,559-49.2% | $4,139-44.0% |
| Admin fee / account holder | $3,617 | $4,730-23.5% | $8,342-56.6% | $7,234-50.0% |