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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 | $75,446 | $93,345-19.2% | $119,126-36.7% | $87,485-13.8% |
| Participation rate | 51.3% | 68.7%-17.5pp | 75.8%-24.5pp | 68.9%-17.6pp |
| Annual return | 8.93% | 19.08%-10.1pp | 282.11%-273.2pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,154 | $3,172-32.1% | $4,034-46.6% | $2,596-17.0% |
| Participant deferral / active EE | $5,189 | $4,099+26.6% | $5,318-2.4% | $4,274+21.4% |
| Admin fee / account holder | $2,474 | $8,039-69.2% | $10,693-76.9% | $7,775-68.2% |