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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 | $53,581 | $64,359-16.7% | $90,161-40.6% | $70,126-23.6% |
| Participation rate | 33.9% | 70.4%-36.5pp | 76.9%-42.9pp | 69.5%-35.6pp |
| Annual return | 12.86% | 28.13%-15.3pp | 34.89%-22.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,123 | $2,046-45.1% | $3,318-66.1% | $2,343-52.0% |
| Participant deferral / active EE | $2,683 | $4,389-38.9% | $5,287-49.3% | $3,332-19.5% |
| Admin fee / account holder | $1,644 | $3,945-58.3% | $5,943-72.3% | $4,645-64.6% |