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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 | $84,829 | $99,875-15.1% | $146,866-42.2% | $86,983-2.5% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.5%-23.1pp |
| Annual return | 13.75% | 28.10%-14.3pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,890 | $3,224-41.4% | $4,425-57.3% | $2,584-26.9% |
| Participant deferral / active EE | $3,995 | $6,322-36.8% | $7,759-48.5% | $4,194-4.7% |
| Admin fee / account holder | $4,827 | $7,838-38.4% | $13,620-64.6% | $7,856-38.6% |