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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 | $106,864-41.2% | $147,318-57.4% | $82,637-24.0% |
| Participation rate | 57.3% | 75.5%-18.2pp | 82.1%-24.7pp | 68.1%-10.7pp |
| Annual return | 14.14% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,861 | $3,417-45.5% | $4,593-59.5% | $2,552-27.1% |
| Participant deferral / active EE | $2,996 | $6,496-53.9% | $7,906-62.1% | $4,126-27.4% |
| Admin fee / account holder | $6,775 | $8,415-19.5% | $13,708-50.6% | $7,339-7.7% |