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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 | $42,113 | $81,233-48.2% | $155,567-72.9% | $80,874-47.9% |
| Participation rate | 51.2% | 66.2%-15.1pp | 78.2%-27.0pp | 67.6%-16.5pp |
| Annual return | 8.99% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,302 | $3,101-58.0% | $4,674-72.1% | $2,756-52.7% |
| Participant deferral / active EE | $1,641 | $3,452-52.5% | $5,628-70.8% | $4,297-61.8% |
| Admin fee / account holder | $1,604 | $7,998-79.9% | $15,916-89.9% | $6,935-76.9% |