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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 | $68,008 | $101,798-33.2% | $165,071-58.8% | $80,935-16.0% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 9.76% | 16.73%-7.0pp | 70.17%-60.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,363 | $2,954-53.9% | $4,347-68.6% | $2,757-50.6% |
| Participant deferral / active EE | $2,192 | $4,476-51.0% | $6,035-63.7% | $4,299-49.0% |
| Admin fee / account holder | $3,349 | $8,221-59.3% | $12,695-73.6% | $6,924-51.6% |