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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 | $45,455 | $81,358-44.1% | $155,556-70.8% | $80,959-43.9% |
| Participation rate | 60.8% | 66.3%-5.5pp | 78.2%-17.4pp | 67.7%-6.9pp |
| Annual return | 9.73% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,460 | $3,106-53.0% | $4,675-68.8% | $2,757-47.0% |
| Participant deferral / active EE | $2,581 | $3,455-25.3% | $5,631-54.2% | $4,300-40.0% |
| Admin fee / account holder | $5,126 | $7,994-35.9% | $15,885-67.7% | $6,925-26.0% |