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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 | $62,820 | $106,749-41.2% | $145,433-56.8% | $82,448-23.8% |
| Participation rate | 57.3% | 75.6%-18.3pp | 82.1%-24.8pp | 68.1%-10.8pp |
| Annual return | 14.14% | 27.59%-13.5pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,861 | $3,444-46.0% | $4,554-59.1% | $2,551-27.0% |
| Participant deferral / active EE | $2,996 | $6,519-54.0% | $7,897-62.1% | $4,139-27.6% |
| Admin fee / account holder | $6,775 | $8,390-19.3% | $13,129-48.4% | $7,234-6.4% |