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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 | $81,358-42.4% | $155,556-69.9% | $80,959-42.1% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 8.62% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,899 | $3,106-38.9% | $4,675-59.4% | $2,757-31.1% |
| Participant deferral / active EE | $3,135 | $3,455-9.3% | $5,631-44.3% | $4,300-27.1% |
| Admin fee / account holder | $5,424 | $7,994-32.1% | $15,885-65.9% | $6,925-21.7% |