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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 | $50,844 | $90,400-43.8% | $186,193-72.7% | $87,485-41.9% |
| Participation rate | 48.8% | 66.2%-17.4pp | 77.1%-28.3pp | 68.9%-20.2pp |
| Annual return | 11.12% | 22.15%-11.0pp | 78.03%-66.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,906 | $2,170-12.2% | $3,918-51.3% | $2,596-26.6% |
| Participant deferral / active EE | $4,373 | $4,330+1.0% | $6,513-32.9% | $4,274+2.3% |
| Admin fee / account holder | $1,804 | $8,673-79.2% | $11,058-83.7% | $7,775-76.8% |