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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 | $30,743 | $76,642-59.9% | $146,866-79.1% | $65,306-52.9% |
| Participation rate | 54.2% | 61.2%-7.1pp | 82.5%-28.3pp | 57.7%-3.5pp |
| Annual return | 12.75% | 33.40%-20.6pp | 102.85%-90.1pp | 21.94%-9.2pp |
| Employer contribution / active EE | $1,559 | $2,621-40.5% | $4,425-64.8% | $1,967-20.7% |
| Participant deferral / active EE | $2,447 | $4,864-49.7% | $7,759-68.5% | $2,959-17.3% |
| Admin fee / account holder | $1,228 | $3,960-69.0% | $13,620-91.0% | $3,480-64.7% |