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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 | $61,775 | $99,875-38.1% | $146,866-57.9% | $86,983-29.0% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 12.92% | 28.10%-15.2pp | 102.85%-89.9pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,307 | $3,224-59.5% | $4,425-70.5% | $2,584-49.4% |
| Participant deferral / active EE | $4,126 | $6,322-34.7% | $7,759-46.8% | $4,194-1.6% |
| Admin fee / account holder | $3,658 | $7,838-53.3% | $13,620-73.1% | $7,856-53.4% |