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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 | $71,121 | $93,617-24.0% | $135,982-47.7% | $75,177-5.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 81.9%-27.4pp | 67.2%-12.7pp |
| Annual return | 15.01% | 30.89%-15.9pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,467 | $3,538-58.5% | $4,859-69.8% | $2,671-45.1% |
| Participant deferral / active EE | $5,082 | $6,406-20.7% | $7,760-34.5% | $4,126+23.2% |
| Admin fee / account holder | $2,510 | $6,980-64.0% | $10,767-76.7% | $5,651-55.6% |