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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 | $51,568 | $79,955-35.5% | $98,450-47.6% | $75,181-31.4% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.2%-5.5pp | 67.2%+2.5pp |
| Annual return | 6.90% | 19.75%-12.9pp | 21.16%-14.3pp | 160.69%-153.8pp |
| Employer contribution / active EE | $1,798 | $2,264-20.6% | $3,049-41.0% | $2,671-32.7% |
| Participant deferral / active EE | $3,169 | $3,752-15.6% | $4,739-33.1% | $4,126-23.2% |
| Admin fee / account holder | $1,547 | $6,841-77.4% | $8,961-82.7% | $5,650-72.6% |