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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 | $52,069 | $91,559-43.1% | $133,971-61.1% | $79,852-34.8% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.3pp |
| Annual return | 9.85% | 61.85%-52.0pp | 45.09%-35.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $1,105 | $2,384-53.6% | $3,919-71.8% | $2,471-55.3% |
| Participant deferral / active EE | $1,949 | $3,734-47.8% | $5,047-61.4% | $3,740-47.9% |
| Admin fee / account holder | $2,322 | $6,321-63.3% | $8,929-74.0% | $5,306-56.2% |