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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 | $65,054 | $106,864-39.1% | $147,318-55.8% | $82,637-21.3% |
| Participation rate | 51.1% | 75.5%-24.4pp | 82.1%-31.0pp | 68.1%-16.9pp |
| Annual return | 12.68% | 27.49%-14.8pp | 70.43%-57.8pp | 53.51%-40.8pp |
| Employer contribution / active EE | $833 | $3,417-75.6% | $4,593-81.9% | $2,552-67.3% |
| Participant deferral / active EE | $4,457 | $6,496-31.4% | $7,906-43.6% | $4,126+8.0% |
| Admin fee / account holder | $8,092 | $8,415-3.8% | $13,708-41.0% | $7,339+10.3% |