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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 | $60,440 | $73,978-18.3% | $96,515-37.4% | $75,173-19.6% |
| Participation rate | 26.3% | 66.4%-40.1pp | 74.3%-48.0pp | 67.2%-40.9pp |
| Annual return | 11.60% | 26.72%-15.1pp | 35.73%-24.1pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,239 | $2,931-57.7% | $3,740-66.9% | $2,671-53.6% |
| Participant deferral / active EE | $2,473 | $3,660-32.4% | $4,880-49.3% | $4,126-40.1% |
| Admin fee / account holder | $4,696 | $5,219-10.0% | $6,735-30.3% | $5,651-16.9% |