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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 | $106,524-52.9% | $152,301-67.1% | $87,485-42.7% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.4%-21.7pp | 68.9%-8.1pp |
| Annual return | 13.47% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,499 | $3,371-55.5% | $4,624-67.6% | $2,596-42.3% |
| Participant deferral / active EE | $2,863 | $6,525-56.1% | $8,004-64.2% | $4,274-33.0% |
| Admin fee / account holder | $2,753 | $8,287-66.8% | $14,398-80.9% | $7,775-64.6% |