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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 | $81,233-42.3% | $155,567-69.9% | $80,874-42.1% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 8.62% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,899 | $3,101-38.8% | $4,674-59.4% | $2,756-31.1% |
| Participant deferral / active EE | $3,135 | $3,452-9.2% | $5,628-44.3% | $4,297-27.0% |
| Admin fee / account holder | $5,424 | $7,998-32.2% | $15,916-65.9% | $6,935-21.8% |