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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 | $51,367 | $101,795-49.5% | $165,100-68.9% | $80,959-36.6% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.7%-3.2pp |
| Annual return | 9.44% | 16.73%-7.3pp | 70.21%-60.8pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,481 | $2,954-49.9% | $4,348-65.9% | $2,757-46.3% |
| Participant deferral / active EE | $2,471 | $4,476-44.8% | $6,035-59.1% | $4,300-42.5% |
| Admin fee / account holder | $11,550 | $8,221+40.5% | $12,696-9.0% | $6,925+66.8% |