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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 | $51,571 | $106,524-51.6% | $152,301-66.1% | $87,485-41.1% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.4%-27.7pp | 68.9%-14.2pp |
| Annual return | 10.35% | 26.89%-16.5pp | 80.50%-70.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $3,847 | $3,371+14.1% | $4,624-16.8% | $2,596+48.2% |
| Participant deferral / active EE | $5,912 | $6,525-9.4% | $8,004-26.1% | $4,274+38.3% |
| Admin fee / account holder | $19,749 | $8,287+138.3% | $14,398+37.2% | $7,775+154.0% |