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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 | $57,294 | $81,446-29.7% | $103,374-44.6% | $80,874-29.2% |
| Participation rate | 47.2% | 66.9%-19.6pp | 74.5%-27.3pp | 67.6%-20.4pp |
| Annual return | 9.16% | 25.57%-16.4pp | 24.89%-15.7pp | 35.62%-26.5pp |
| Employer contribution / active EE | $2,242 | $3,107-27.8% | $3,869-42.1% | $2,756-18.6% |
| Participant deferral / active EE | $3,703 | $3,870-4.3% | $5,058-26.8% | $4,297-13.8% |
| Admin fee / account holder | $520 | $6,715-92.3% | $8,394-93.8% | $6,935-92.5% |