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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 | $46,834 | $95,406-50.9% | $185,849-74.8% | $85,847-45.4% |
| Participation rate | 65.1% | 68.8%-3.7pp | 81.7%-16.6pp | 69.3%-4.2pp |
| Annual return | 9.88% | 23.59%-13.7pp | 122.10%-112.2pp | 318.61%-308.7pp |
| Employer contribution / active EE | $1,793 | $3,314-45.9% | $5,169-65.3% | $2,565-30.1% |
| Participant deferral / active EE | $2,971 | $3,424-13.2% | $5,569-46.7% | $3,952-24.8% |
| Admin fee / account holder | $8,709 | $7,214+20.7% | $16,244-46.4% | $6,261+39.1% |