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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 | $64,397 | $81,487-21.0% | $102,412-37.1% | $80,935-20.4% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 9.00% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,490 | $3,103-52.0% | $3,870-61.5% | $2,757-46.0% |
| Participant deferral / active EE | $4,305 | $3,871+11.2% | $5,060-14.9% | $4,299+0.1% |
| Admin fee / account holder | $2,688 | $6,717-60.0% | $8,388-68.0% | $6,924-61.2% |