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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 | $49,984 | $82,882-39.7% | $127,803-60.9% | $72,975-31.5% |
| Participation rate | 51.6% | 71.5%-19.9pp | 79.0%-27.4pp | 69.5%-17.9pp |
| Annual return | 15.70% | 32.20%-16.5pp | 26.14%-10.4pp | 81.01%-65.3pp |
| Employer contribution / active EE | $1,423 | $3,346-57.5% | $4,576-68.9% | $2,440-41.7% |
| Participant deferral / active EE | $2,705 | $4,791-43.5% | $6,023-55.1% | $3,608-25.0% |
| Admin fee / account holder | $627 | $6,487-90.3% | $9,399-93.3% | $5,124-87.8% |