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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 | $39,793 | $81,331-51.1% | $155,534-74.4% | $80,935-50.8% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 10.00% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,690 | $3,105-45.6% | $4,675-63.8% | $2,757-38.7% |
| Participant deferral / active EE | $3,090 | $3,454-10.5% | $5,630-45.1% | $4,299-28.1% |
| Admin fee / account holder | $8,594 | $7,999+7.4% | $15,900-45.9% | $6,924+24.1% |