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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 | $76,874 | $106,749-28.0% | $145,433-47.1% | $82,448-6.8% |
| Participation rate | 51.1% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 12.98% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,519 | $3,444-55.9% | $4,554-66.7% | $2,551-40.5% |
| Participant deferral / active EE | $4,139 | $6,519-36.5% | $7,897-47.6% | $4,1390% |
| Admin fee / account holder | $1,450 | $8,390-82.7% | $13,129-89.0% | $7,234-80.0% |