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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 | $81,592 | $99,633-18.1% | $183,328-55.5% | $82,448-1.0% |
| Participation rate | 54.1% | 70.8%-16.6pp | 77.3%-23.2pp | 68.1%-14.0pp |
| Annual return | 12.51% | 17.84%-5.3pp | 29.67%-17.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,866 | $3,256-42.7% | $5,055-63.1% | $2,551-26.9% |
| Participant deferral / active EE | $2,552 | $4,938-48.3% | $6,795-62.4% | $4,139-38.3% |
| Admin fee / account holder | $5,654 | $9,934-43.1% | $21,427-73.6% | $7,234-21.8% |