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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 | $57,278 | $94,436-39.3% | $115,599-50.5% | $82,637-30.7% |
| Participation rate | 51.9% | 70.4%-18.6pp | 74.3%-22.4pp | 68.1%-16.2pp |
| Annual return | 10.16% | 18.37%-8.2pp | 111.10%-100.9pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,339 | $2,324-42.4% | $2,955-54.7% | $2,552-47.5% |
| Participant deferral / active EE | $3,030 | $3,955-23.4% | $4,889-38.0% | $4,126-26.6% |
| Admin fee / account holder | $7,000 | $10,328-32.2% | $12,841-45.5% | $7,339-4.6% |