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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 | $52,735 | $81,358-35.2% | $155,556-66.1% | $80,959-34.9% |
| Participation rate | 56.7% | 66.3%-9.6pp | 78.2%-21.6pp | 67.7%-11.0pp |
| Annual return | 8.14% | 33.39%-25.2pp | 64.84%-56.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,132 | $3,106-31.4% | $4,675-54.4% | $2,757-22.7% |
| Participant deferral / active EE | $2,741 | $3,455-20.7% | $5,631-51.3% | $4,300-36.3% |
| Admin fee / account holder | $1,334 | $7,994-83.3% | $15,885-91.6% | $6,925-80.7% |