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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 | $73,506 | $86,288-14.8% | $111,306-34.0% | $85,851-14.4% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 7.44% | 19.99%-12.5pp | 54.67%-47.2pp | 318.63%-311.2pp |
| Employer contribution / active EE | $1,275 | $2,044-37.6% | $2,732-53.3% | $2,565-50.3% |
| Participant deferral / active EE | $2,257 | $3,641-38.0% | $4,488-49.7% | $3,952-42.9% |
| Admin fee / account holder | $1,278 | $8,189-84.4% | $7,966-84.0% | $6,261-79.6% |