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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 | $106,749-53.0% | $145,433-65.5% | $82,448-39.2% |
| Participation rate | 60.8% | 75.6%-14.9pp | 82.1%-21.3pp | 68.1%-7.3pp |
| Annual return | 13.47% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,499 | $3,444-56.5% | $4,554-67.1% | $2,551-41.3% |
| Participant deferral / active EE | $2,863 | $6,519-56.1% | $7,897-63.8% | $4,139-30.8% |
| Admin fee / account holder | $2,753 | $8,390-67.2% | $13,129-79.0% | $7,234-61.9% |