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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 | $50,139 | $110,278-54.5% | $95,740-47.6% | $139,466-64.0% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 8.15% | 27.19%-19.0pp | 28.41%-20.3pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,342 | $3,260-58.8% | $2,836-52.7% | $4,754-71.8% |
| Participant deferral / active EE | $3,334 | $4,674-28.7% | $4,244-21.4% | $6,712-50.3% |
| Admin fee / account holder | $1,714 | $6,613-74.1% | $5,676-69.8% | $11,409-85.0% |