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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 | $59,928 | $115,931-48.3% | $185,441-67.7% | $86,983-31.1% |
| Participation rate | 65.6% | 73.6%-8.0pp | 80.3%-14.6pp | 69.5%-3.9pp |
| Annual return | 10.53% | 21.47%-10.9pp | 20.16%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,116 | $2,937-62.0% | $4,672-76.1% | $2,584-56.8% |
| Participant deferral / active EE | $2,546 | $4,551-44.1% | $6,152-58.6% | $4,194-39.3% |
| Admin fee / account holder | $15,376 | $10,687+43.9% | $17,890-14.1% | $7,856+95.7% |