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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 | $61,840 | $51,638+19.8% | $129,406-52.2% | $80,959-23.6% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 10.92% | 20.78%-9.9pp | 9468.18%-9457.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,085 | $1,584-31.5% | $4,155-73.9% | $2,757-60.7% |
| Participant deferral / active EE | $2,208 | $2,670-17.3% | $4,167-47.0% | $4,300-48.7% |
| Admin fee / account holder | $2,189 | $4,313-49.2% | $7,689-71.5% | $6,925-68.4% |