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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 | $56,115 | $95,453-41.2% | $112,040-49.9% | $82,448-31.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 12.15% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,078 | $2,318-53.5% | $2,954-63.5% | $2,551-57.7% |
| Participant deferral / active EE | $5,476 | $4,224+29.7% | $5,098+7.4% | $4,139+32.3% |
| Admin fee / account holder | $30,451 | $9,013+237.8% | $12,098+151.7% | $7,234+320.9% |