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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 | $60,609 | $99,875-39.3% | $146,866-58.7% | $86,983-30.3% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.5%-30.2pp | 69.5%-17.3pp |
| Annual return | 13.36% | 28.10%-14.7pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,743 | $3,224-45.9% | $4,425-60.6% | $2,584-32.6% |
| Participant deferral / active EE | $2,574 | $6,322-59.3% | $7,759-66.8% | $4,194-38.6% |
| Admin fee / account holder | $5,831 | $7,838-25.6% | $13,620-57.2% | $7,856-25.8% |