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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 | $65,138 | $103,966-37.3% | $112,899-42.3% | $75,173-13.3% |
| Participation rate | 57.5% | 75.7%-18.2pp | 80.5%-23.0pp | 67.2%-9.7pp |
| Annual return | 13.74% | 24.54%-10.8pp | 34.11%-20.4pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,424 | $3,870-63.2% | $4,566-68.8% | $2,671-46.7% |
| Participant deferral / active EE | $3,077 | $5,456-43.6% | $6,516-52.8% | $4,126-25.4% |
| Admin fee / account holder | $1,636 | $7,663-78.6% | $7,047-76.8% | $5,651-71.0% |