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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 | $51,640 | $75,183-31.3% | $123,894-58.3% | $55,167-6.4% |
| Participation rate | 58.1% | 72.8%-14.7pp | 81.4%-23.3pp | 69.0%-10.9pp |
| Annual return | 4.35% | 19.01%-14.7pp | 47.52%-43.2pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,798 | $2,823-36.3% | $4,617-61.1% | $1,963-8.4% |
| Participant deferral / active EE | $3,529 | $5,084-30.6% | $5,984-41.0% | $3,054+15.6% |
| Admin fee / account holder | $6,309 | $663+852.3% | $8,357-24.5% | $504+1152.1% |