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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 | $81,358-48.2% | $155,556-72.9% | $80,959-48.0% |
| Participation rate | 51.2% | 66.3%-15.1pp | 78.2%-27.1pp | 67.7%-16.5pp |
| Annual return | 8.99% | 33.39%-24.4pp | 64.84%-55.8pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,302 | $3,106-58.1% | $4,675-72.1% | $2,757-52.8% |
| Participant deferral / active EE | $1,641 | $3,455-52.5% | $5,631-70.9% | $4,300-61.8% |
| Admin fee / account holder | $1,604 | $7,994-79.9% | $15,885-89.9% | $6,925-76.8% |