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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 | $51,035 | $80,983-37.0% | $96,544-47.1% | $75,177-32.1% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 11.19% | 27.05%-15.9pp | 25.88%-14.7pp | 160.75%-149.6pp |
| Employer contribution / active EE | $1,296 | $2,282-43.2% | $2,966-56.3% | $2,671-51.5% |
| Participant deferral / active EE | $3,449 | $3,929-12.2% | $4,851-28.9% | $4,126-16.4% |
| Admin fee / account holder | $11,255 | $6,717+67.6% | $8,254+36.4% | $5,651+99.2% |