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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 | $61,067 | $84,953-28.1% | $163,379-62.6% | $82,637-26.1% |
| Participation rate | 51.1% | 65.9%-14.9pp | 76.8%-25.8pp | 68.1%-17.0pp |
| Annual return | 12.76% | 23.07%-10.3pp | 63.41%-50.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,575 | $2,183-27.8% | $3,752-58.0% | $2,552-38.3% |
| Participant deferral / active EE | $1,990 | $4,326-54.0% | $6,282-68.3% | $4,126-51.8% |
| Admin fee / account holder | $683 | $7,921-91.4% | $9,818-93.0% | $7,339-90.7% |