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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 | $46,418 | $48,364-4.0% | $71,796-35.3% | $62,881-26.2% |
| Participation rate | 43.2% | 60.6%-17.4pp | 69.1%-25.9pp | 69.3%-26.1pp |
| Annual return | 3.59% | 13.16%-9.6pp | 78.04%-74.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $741 | $1,042-28.9% | $1,924-61.5% | $2,281-67.5% |
| Participant deferral / active EE | $1,579 | $2,091-24.5% | $2,794-43.5% | $3,203-50.7% |
| Admin fee / account holder | $1,539 | $3,771-59.2% | $4,815-68.0% | $4,296-64.2% |