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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 | $68,895 | $89,364-22.9% | $141,177-51.2% | $72,983-5.6% |
| Participation rate | 51.2% | 75.1%-24.0pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 17.47% | 111.86%-94.4pp | 71.40%-53.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,598 | $3,115-48.7% | $4,736-66.3% | $2,440-34.5% |
| Participant deferral / active EE | $3,264 | $5,419-39.8% | $6,710-51.4% | $3,608-9.5% |
| Admin fee / account holder | $3,233 | $5,959-45.7% | $10,263-68.5% | $5,124-36.9% |