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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 | $49,035 | $65,367-25.0% | $92,915-47.2% | $72,976-32.8% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.9pp |
| Annual return | 4.94% | 42.11%-37.2pp | 109.45%-104.5pp | 81.02%-76.1pp |
| Employer contribution / active EE | $1,513 | $2,594-41.7% | $3,653-58.6% | $2,440-38.0% |
| Participant deferral / active EE | $2,413 | $3,128-22.9% | $4,238-43.1% | $3,608-33.1% |
| Admin fee / account holder | $2,638 | $4,251-38.0% | $5,796-54.5% | $5,124-48.5% |