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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 | $56,106 | $84,953-34.0% | $163,379-65.7% | $82,637-32.1% |
| Participation rate | 50.8% | 65.9%-15.1pp | 76.8%-26.0pp | 68.1%-17.2pp |
| Annual return | 12.40% | 23.07%-10.7pp | 63.41%-51.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,428 | $2,183-34.6% | $3,752-61.9% | $2,552-44.0% |
| Participant deferral / active EE | $3,471 | $4,326-19.8% | $6,282-44.7% | $4,126-15.9% |
| Admin fee / account holder | $3,938 | $7,921-50.3% | $9,818-59.9% | $7,339-46.3% |