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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 | $47,210 | $76,407-38.2% | $150,298-68.6% | $82,448-42.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 9.06% | 39.99%-30.9pp | 62.79%-53.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,573 | $2,614-39.8% | $4,154-62.1% | $2,551-38.3% |
| Participant deferral / active EE | $3,731 | $3,214+16.1% | $5,453-31.6% | $4,139-9.9% |
| Admin fee / account holder | $7,003 | $6,352+10.2% | $14,116-50.4% | $7,234-3.2% |