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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 | $61,770 | $81,358-24.1% | $155,556-60.3% | $80,959-23.7% |
| Participation rate | 54.3% | 66.3%-12.0pp | 78.2%-23.9pp | 67.7%-13.4pp |
| Annual return | 9.97% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,927 | $3,106-38.0% | $4,675-58.8% | $2,757-30.1% |
| Participant deferral / active EE | $2,353 | $3,455-31.9% | $5,631-58.2% | $4,300-45.3% |
| Admin fee / account holder | $1,439 | $7,994-82.0% | $15,885-90.9% | $6,925-79.2% |