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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 | $47,807 | $81,331-41.2% | $155,534-69.3% | $80,935-40.9% |
| Participation rate | 61.0% | 66.3%-5.2pp | 78.2%-17.2pp | 67.7%-6.6pp |
| Annual return | 10.10% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,305 | $3,105-58.0% | $4,675-72.1% | $2,757-52.7% |
| Participant deferral / active EE | $2,215 | $3,454-35.9% | $5,630-60.7% | $4,299-48.5% |
| Admin fee / account holder | $1,865 | $7,999-76.7% | $15,900-88.3% | $6,924-73.1% |