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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 | $45,164 | $94,436-52.2% | $115,599-60.9% | $82,637-45.3% |
| Participation rate | 56.6% | 70.4%-13.8pp | 74.3%-17.7pp | 68.1%-11.5pp |
| Annual return | 11.55% | 18.37%-6.8pp | 111.10%-99.5pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,669 | $2,324-28.2% | $2,955-43.5% | $2,552-34.6% |
| Participant deferral / active EE | $2,413 | $3,955-39.0% | $4,889-50.6% | $4,126-41.5% |
| Admin fee / account holder | $3,867 | $10,328-62.6% | $12,841-69.9% | $7,339-47.3% |