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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 | $51,360 | $62,672-18.0% | $185,117-72.3% | $70,126-26.8% |
| Participation rate | 61.9% | 63.8%-1.9pp | 77.3%-15.4pp | 69.5%-7.6pp |
| Annual return | 12.74% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,678 | $1,753-4.3% | $4,182-59.9% | $2,343-28.4% |
| Participant deferral / active EE | $3,059 | $3,272-6.5% | $5,045-39.4% | $3,332-8.2% |
| Admin fee / account holder | $1,746 | $3,932-55.6% | $8,159-78.6% | $4,645-62.4% |