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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 | $49,209 | $81,487-39.6% | $102,412-52.0% | $80,935-39.2% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.7%-3.2pp |
| Annual return | 9.99% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,956 | $3,103-37.0% | $3,870-49.5% | $2,757-29.0% |
| Participant deferral / active EE | $3,934 | $3,871+1.6% | $5,060-22.3% | $4,299-8.5% |
| Admin fee / account holder | $3,724 | $6,717-44.6% | $8,388-55.6% | $6,924-46.2% |