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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 | $53,412 | $73,978-27.8% | $96,515-44.7% | $75,173-28.9% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | 8.56% | 26.72%-18.2pp | 35.73%-27.2pp | 160.72%-152.2pp |
| Employer contribution / active EE | $1,439 | $2,931-50.9% | $3,740-61.5% | $2,671-46.1% |
| Participant deferral / active EE | $2,034 | $3,660-44.4% | $4,880-58.3% | $4,126-50.7% |
| Admin fee / account holder | $1,048 | $5,219-79.9% | $6,735-84.4% | $5,651-81.4% |