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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 | $50,632 | $126,661-60.0% | $113,397-55.4% | $138,895-63.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 7.15% | 25.05%-17.9pp | 23.20%-16.1pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,301 | $3,456-62.4% | $2,977-56.3% | $4,194-69.0% |
| Participant deferral / active EE | $4,344 | $5,693-23.7% | $5,076-14.4% | $6,396-32.1% |
| Admin fee / account holder | $4,245 | $14,549-70.8% | $11,957-64.5% | $12,562-66.2% |