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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 | $45,528 | $77,472-41.2% | $100,392-54.6% | $80,935-43.7% |
| Participation rate | 62.2% | 76.9%-14.8pp | 81.5%-19.3pp | 67.7%-5.5pp |
| Annual return | 11.77% | 37.26%-25.5pp | 49.45%-37.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $2,153 | $2,800-23.1% | $3,941-45.4% | $2,757-21.9% |
| Participant deferral / active EE | $2,819 | $6,818-58.6% | $8,090-65.1% | $4,299-34.4% |
| Admin fee / account holder | $1,758 | $5,885-70.1% | $7,904-77.8% | $6,924-74.6% |