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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 | $47,555 | $77,908-39.0% | $149,696-68.2% | $75,173-36.7% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 12.92% | 31.73%-18.8pp | 134.46%-121.5pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,767 | $3,138-43.7% | $4,821-63.3% | $2,671-33.8% |
| Participant deferral / active EE | $2,723 | $3,411-20.2% | $5,682-52.1% | $4,126-34.0% |
| Admin fee / account holder | $2,090 | $5,950-64.9% | $13,212-84.2% | $5,651-63.0% |