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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 | $61,553 | $106,749-42.3% | $145,433-57.7% | $82,448-25.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 12.55% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,484 | $3,444-56.9% | $4,554-67.4% | $2,551-41.8% |
| Participant deferral / active EE | $3,265 | $6,519-49.9% | $7,897-58.7% | $4,139-21.1% |
| Admin fee / account holder | $13,171 | $8,390+57.0% | $13,129+0.3% | $7,234+82.1% |