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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 | $69,449 | $75,541-8.1% | $152,093-54.3% | $82,637-16.0% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 9.99% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,427 | $2,622-45.6% | $4,175-65.8% | $2,552-44.1% |
| Participant deferral / active EE | $3,872 | $3,206+20.8% | $5,451-29.0% | $4,126-6.2% |
| Admin fee / account holder | $1,746 | $6,405-72.7% | $14,497-88.0% | $7,339-76.2% |