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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 | $48,695 | $80,985-39.9% | $96,576-49.6% | $75,181-35.2% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 11.93% | 27.05%-15.1pp | 25.87%-13.9pp | 160.69%-148.8pp |
| Employer contribution / active EE | $1,580 | $2,282-30.8% | $2,965-46.7% | $2,671-40.8% |
| Participant deferral / active EE | $2,061 | $3,929-47.6% | $4,851-57.5% | $4,126-50.1% |
| Admin fee / account holder | $2,589 | $6,719-61.5% | $8,253-68.6% | $5,650-54.2% |