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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 | $53,399 | $81,331-34.3% | $155,534-65.7% | $80,935-34.0% |
| Participation rate | 49.1% | 66.3%-17.2pp | 78.2%-29.2pp | 67.7%-18.6pp |
| Annual return | 10.49% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,742 | $3,105-43.9% | $4,675-62.7% | $2,757-36.8% |
| Participant deferral / active EE | $3,769 | $3,454+9.1% | $5,630-33.1% | $4,299-12.3% |
| Admin fee / account holder | $10,845 | $7,999+35.6% | $15,900-31.8% | $6,924+56.6% |