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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 | $64,059 | $78,428-18.3% | $95,960-33.2% | $79,852-19.8% |
| Participation rate | 53.2% | 73.5%-20.3pp | 77.1%-23.9pp | 69.6%-16.4pp |
| Annual return | 8.05% | 19.37%-11.3pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,064 | $1,945-45.3% | $2,541-58.1% | $2,471-56.9% |
| Participant deferral / active EE | $1,607 | $3,440-53.3% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $1,456 | $5,622-74.1% | $6,797-78.6% | $5,306-72.6% |