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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 | $57,728 | $51,606+11.9% | $129,339-55.4% | $80,911-28.7% |
| Participation rate | 45.1% | 57.0%-11.9pp | 69.6%-24.5pp | 67.6%-22.5pp |
| Annual return | 9.18% | 20.76%-11.6pp | 9437.05%-9427.9pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,022 | $1,582-35.4% | $4,154-75.4% | $2,756-62.9% |
| Participant deferral / active EE | $2,656 | $2,669-0.5% | $4,170-36.3% | $4,297-38.2% |
| Admin fee / account holder | $1,682 | $4,310-61.0% | $7,668-78.1% | $6,935-75.7% |