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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 | $51,225 | $108,825-52.9% | $156,181-67.2% | $82,448-37.9% |
| Participation rate | 67.7% | 72.4%-4.6pp | 78.8%-11.1pp | 68.1%-0.3pp |
| Annual return | 12.24% | 20.59%-8.4pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,234 | $2,870-57.0% | $4,294-71.3% | $2,551-51.6% |
| Participant deferral / active EE | $5,343 | $4,577+16.7% | $6,132-12.9% | $4,139+29.1% |
| Admin fee / account holder | $11,391 | $9,341+21.9% | $14,586-21.9% | $7,234+57.5% |