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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 | $54,267 | $121,671-55.4% | $211,142-74.3% | $64,340-15.7% |
| Participation rate | 51.4% | 76.5%-25.1pp | 87.3%-35.9pp | 55.2%-3.8pp |
| Annual return | 11.98% | 21.43%-9.4pp | 46.84%-34.9pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,452 | $4,066-64.3% | $6,442-77.5% | $1,862-22.0% |
| Participant deferral / active EE | $2,453 | $6,049-59.4% | $9,284-73.6% | $2,980-17.7% |
| Admin fee / account holder | $6,881 | $4,774+44.1% | $19,076-63.9% | $3,703+85.9% |