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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 | $52,196 | $98,652-47.1% | $142,942-63.5% | $82,448-36.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.8%-16.8pp | 68.1%-8.1pp |
| Annual return | 7.97% | 22.65%-14.7pp | 113.70%-105.7pp | 41.64%-33.7pp |
| Employer contribution / active EE | $1,292 | $3,211-59.8% | $4,139-68.8% | $2,551-49.3% |
| Participant deferral / active EE | $2,825 | $5,580-49.4% | $7,128-60.4% | $4,139-31.7% |
| Admin fee / account holder | $5,969 | $8,078-26.1% | $12,475-52.2% | $7,234-17.5% |