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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 | $65,472 | $55,902+17.1% | $76,030-13.9% | $80,959-19.1% |
| Participation rate | 57.9% | 62.1%-4.2pp | 69.1%-11.2pp | 67.7%-9.8pp |
| Annual return | 7.24% | 20.59%-13.3pp | 361.54%-354.3pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,411 | $1,867-24.4% | $2,688-47.5% | $2,757-48.8% |
| Participant deferral / active EE | $2,226 | $3,051-27.0% | $4,257-47.7% | $4,300-48.2% |
| Admin fee / account holder | $3,004 | $5,239-42.7% | $6,421-53.2% | $6,925-56.6% |