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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 | $44,958 | $81,358-44.7% | $155,556-71.1% | $80,959-44.5% |
| Participation rate | 56.0% | 66.3%-10.3pp | 78.2%-22.2pp | 67.7%-11.7pp |
| Annual return | 9.67% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,537 | $3,106-50.5% | $4,675-67.1% | $2,757-44.2% |
| Participant deferral / active EE | $4,123 | $3,455+19.3% | $5,631-26.8% | $4,300-4.1% |
| Admin fee / account holder | $368 | $7,994-95.4% | $15,885-97.7% | $6,925-94.7% |