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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 | $51,977 | $93,598-44.5% | $135,974-61.8% | $75,173-30.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 15.01% | 30.89%-15.9pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,428 | $3,538-59.6% | $4,859-70.6% | $2,671-46.5% |
| Participant deferral / active EE | $3,912 | $6,405-38.9% | $7,760-49.6% | $4,126-5.2% |
| Admin fee / account holder | $2,151 | $6,978-69.2% | $10,767-80.0% | $5,651-61.9% |