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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 | $60,375 | $81,487-25.9% | $102,412-41.0% | $80,935-25.4% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 6.38% | 25.60%-19.2pp | 24.94%-18.6pp | 35.66%-29.3pp |
| Employer contribution / active EE | $1,313 | $3,103-57.7% | $3,870-66.1% | $2,757-52.4% |
| Participant deferral / active EE | $3,410 | $3,871-11.9% | $5,060-32.6% | $4,299-20.7% |
| Admin fee / account holder | $1,159 | $6,717-82.7% | $8,388-86.2% | $6,924-83.3% |