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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 | $57,408 | $77,574-26.0% | $108,753-47.2% | $86,983-34.0% |
| Participation rate | 53.5% | 62.3%-8.8pp | 71.1%-17.6pp | 69.5%-16.1pp |
| Annual return | 3.63% | 18.42%-14.8pp | 37.47%-33.8pp | 25.83%-22.2pp |
| Employer contribution / active EE | $1,780 | $1,611+10.5% | $2,427-26.6% | $2,584-31.1% |
| Participant deferral / active EE | $3,388 | $3,128+8.3% | $4,115-17.7% | $4,194-19.2% |
| Admin fee / account holder | $16,396 | $6,529+151.1% | $10,320+58.9% | $7,856+108.7% |