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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 | $40,109 | $81,276-50.7% | $155,574-74.2% | $80,925-50.4% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 10.45% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,343 | $3,103-56.7% | $4,676-71.3% | $2,756-51.3% |
| Participant deferral / active EE | $3,167 | $3,453-8.3% | $5,629-43.7% | $4,299-26.3% |
| Admin fee / account holder | $7,291 | $7,993-8.8% | $15,914-54.2% | $6,940+5.1% |