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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 | $51,022 | $71,230-28.4% | $93,727-45.6% | $80,959-37.0% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.0pp | 67.7%-1.0pp |
| Annual return | 9.50% | 11.26%-1.8pp | 133.83%-124.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,368 | $1,565-12.6% | $2,421-43.5% | $2,757-50.4% |
| Participant deferral / active EE | $3,925 | $4,037-2.8% | $4,417-11.1% | $4,300-8.7% |
| Admin fee / account holder | $958 | $6,961-86.2% | $8,292-88.4% | $6,925-86.2% |