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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 | $58,335 | $98,776-40.9% | $149,745-61.0% | $79,856-26.9% |
| Participation rate | 36.4% | 75.8%-39.4pp | 82.5%-46.1pp | 69.6%-33.3pp |
| Annual return | 11.25% | 27.38%-16.1pp | 276.72%-265.5pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,966 | $3,217-38.9% | $4,646-57.7% | $2,471-20.4% |
| Participant deferral / active EE | $3,114 | $5,681-45.2% | $6,843-54.5% | $3,741-16.7% |
| Admin fee / account holder | $3,169 | $6,053-47.6% | $9,312-66.0% | $5,306-40.3% |