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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 | $30,306 | $75,541-59.9% | $152,093-80.1% | $82,637-63.3% |
| Participation rate | 57.1% | 66.5%-9.4pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 12.47% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,541 | $2,622-41.2% | $4,175-63.1% | $2,552-39.6% |
| Participant deferral / active EE | $3,734 | $3,206+16.5% | $5,451-31.5% | $4,126-9.5% |
| Admin fee / account holder | $5,924 | $6,405-7.5% | $14,497-59.1% | $7,339-19.3% |