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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 | $51,333 | $93,617-45.2% | $135,982-62.3% | $75,177-31.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 9.60% | 30.89%-21.3pp | 68.32%-58.7pp | 160.75%-151.2pp |
| Employer contribution / active EE | $1,877 | $3,538-47.0% | $4,859-61.4% | $2,671-29.7% |
| Participant deferral / active EE | $3,994 | $6,406-37.6% | $7,760-48.5% | $4,126-3.2% |
| Admin fee / account holder | $705 | $6,980-89.9% | $10,767-93.5% | $5,651-87.5% |