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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 | $81,276-44.1% | $155,574-70.8% | $80,925-43.8% |
| Participation rate | 60.8% | 66.2%-5.5pp | 78.2%-17.4pp | 67.7%-6.9pp |
| Annual return | 9.73% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,460 | $3,103-52.9% | $4,676-68.8% | $2,756-47.0% |
| Participant deferral / active EE | $2,581 | $3,453-25.2% | $5,629-54.1% | $4,299-40.0% |
| Admin fee / account holder | $5,126 | $7,993-35.9% | $15,914-67.8% | $6,940-26.1% |