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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 | $50,403 | $62,166-18.9% | $81,353-38.0% | $74,459-32.3% |
| Participation rate | 45.5% | 64.1%-18.5pp | 69.5%-24.0pp | 67.2%-21.7pp |
| Annual return | 10.03% | 16.50%-6.5pp | 24.82%-14.8pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,350 | $1,881-28.2% | $2,464-45.2% | $2,626-48.6% |
| Participant deferral / active EE | $3,197 | $3,223-0.8% | $3,885-17.7% | $4,350-26.5% |
| Admin fee / account holder | $2,925 | $1,925+52.0% | $5,766-49.3% | $1,945+50.4% |