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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 | $58,743 | $86,891-32.4% | $142,460-58.8% | $75,181-21.9% |
| Participation rate | 40.8% | 68.5%-27.7pp | 76.8%-36.0pp | 67.2%-26.4pp |
| Annual return | 11.43% | 23.31%-11.9pp | 19.99%-8.6pp | 160.69%-149.3pp |
| Employer contribution / active EE | $1,107 | $3,355-67.0% | $4,847-77.2% | $2,671-58.6% |
| Participant deferral / active EE | $2,104 | $4,938-57.4% | $6,283-66.5% | $4,126-49.0% |
| Admin fee / account holder | $4,570 | $7,299-37.4% | $10,011-54.3% | $5,650-19.1% |