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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 | $51,861 | $81,276-36.2% | $155,574-66.7% | $80,925-35.9% |
| Participation rate | 56.3% | 66.2%-9.9pp | 78.2%-21.9pp | 67.7%-11.3pp |
| Annual return | 9.64% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,715 | $3,103-44.7% | $4,676-63.3% | $2,756-37.8% |
| Participant deferral / active EE | $2,970 | $3,453-14.0% | $5,629-47.2% | $4,299-30.9% |
| Admin fee / account holder | $1,478 | $7,993-81.5% | $15,914-90.7% | $6,940-78.7% |