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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 | $47,691 | $91,198-47.7% | $178,503-73.3% | $79,856-40.3% |
| Participation rate | 68.7% | 69.2%-0.6pp | 81.9%-13.3pp | 69.6%-1.0pp |
| Annual return | 7.19% | 24.20%-17.0pp | 151.12%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,674 | $3,257-48.6% | $5,011-66.6% | $2,471-32.3% |
| Participant deferral / active EE | $2,944 | $3,237-9.1% | $5,202-43.4% | $3,741-21.3% |
| Admin fee / account holder | $2,886 | $6,748-57.2% | $13,987-79.4% | $5,306-45.6% |