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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 | $52,790 | $75,541-30.1% | $152,093-65.3% | $82,637-36.1% |
| Participation rate | 44.4% | 66.5%-22.1pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 12.68% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,409 | $2,622-46.3% | $4,175-66.2% | $2,552-44.8% |
| Participant deferral / active EE | $1,962 | $3,206-38.8% | $5,451-64.0% | $4,126-52.5% |
| Admin fee / account holder | $1,968 | $6,405-69.3% | $14,497-86.4% | $7,339-73.2% |