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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 | $51,325 | $110,337-53.5% | $102,383-49.9% | $145,877-64.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.17% | 24.83%-17.7pp | 24.94%-17.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,456 | $4,216-65.5% | $3,870-62.4% | $4,663-68.8% |
| Participant deferral / active EE | $4,661 | $5,621-17.1% | $5,060-7.9% | $6,691-30.3% |
| Admin fee / account holder | $10,326 | $9,750+5.9% | $8,391+23.1% | $13,402-22.9% |