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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 | $50,127 | $106,864-53.1% | $147,318-66.0% | $82,637-39.3% |
| Participation rate | 60.8% | 75.5%-14.7pp | 82.1%-21.3pp | 68.1%-7.3pp |
| Annual return | 13.47% | 27.49%-14.0pp | 70.43%-57.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,499 | $3,417-56.1% | $4,593-67.4% | $2,552-41.3% |
| Participant deferral / active EE | $2,863 | $6,496-55.9% | $7,906-63.8% | $4,126-30.6% |
| Admin fee / account holder | $2,753 | $8,415-67.3% | $13,708-79.9% | $7,339-62.5% |