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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 | $63,563 | $48,314+31.6% | $67,561-5.9% | $80,925-21.5% |
| Participation rate | 51.6% | 66.4%-14.8pp | 72.9%-21.3pp | 67.7%-16.0pp |
| Annual return | 7.62% | 18.28%-10.7pp | 3525.44%-3517.8pp | 35.65%-28.0pp |
| Employer contribution / active EE | $459 | $2,022-77.3% | $2,735-83.2% | $2,756-83.4% |
| Participant deferral / active EE | $4,150 | $2,927+41.8% | $4,003+3.7% | $4,299-3.5% |
| Admin fee / account holder | $5,563 | $3,690+50.8% | $4,006+38.9% | $6,940-19.8% |