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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 | $81,276-35.1% | $155,574-66.1% | $80,925-34.8% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.7%-11.0pp |
| Annual return | 8.14% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $2,132 | $3,103-31.3% | $4,676-54.4% | $2,756-22.6% |
| Participant deferral / active EE | $2,741 | $3,453-20.6% | $5,629-51.3% | $4,299-36.2% |
| Admin fee / account holder | $1,334 | $7,993-83.3% | $15,914-91.6% | $6,940-80.8% |