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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 | $46,848 | $81,276-42.4% | $155,574-69.9% | $80,925-42.1% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.7%-14.1pp |
| Annual return | 8.62% | 33.36%-24.7pp | 64.87%-56.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,899 | $3,103-38.8% | $4,676-59.4% | $2,756-31.1% |
| Participant deferral / active EE | $3,135 | $3,453-9.2% | $5,629-44.3% | $4,299-27.1% |
| Admin fee / account holder | $5,424 | $7,993-32.1% | $15,914-65.9% | $6,940-21.8% |