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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 | $64,096 | $51,604+24.2% | $129,295-50.4% | $80,874-20.7% |
| Participation rate | 51.3% | 57.0%-5.7pp | 69.6%-18.3pp | 67.6%-16.4pp |
| Annual return | 9.29% | 20.76%-11.5pp | 9429.28%-9420.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,253 | $1,585-20.9% | $4,157-69.8% | $2,756-54.5% |
| Participant deferral / active EE | $2,531 | $2,670-5.2% | $4,169-39.3% | $4,297-41.1% |
| Admin fee / account holder | $928 | $4,310-78.5% | $7,665-87.9% | $6,935-86.6% |