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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 | $68,205 | $86,949-21.6% | $102,460-33.4% | $80,959-15.8% |
| Participation rate | 53.3% | 72.4%-19.1pp | 76.5%-23.2pp | 67.7%-14.3pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,132 | $2,370-52.2% | $3,025-62.6% | $2,757-59.0% |
| Participant deferral / active EE | $6,223 | $4,121+51.0% | $5,056+23.1% | $4,300+44.7% |
| Admin fee / account holder | $12,095 | $8,048+50.3% | $9,460+27.9% | $6,925+74.6% |