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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 | $24,338 | $71,353-65.9% | $92,805-73.8% | $86,983-72.0% |
| Participation rate | 46.0% | 80.9%-34.9pp | 83.5%-37.5pp | 69.5%-23.5pp |
| Annual return | 9.31% | 44.68%-35.4pp | 31.59%-22.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,656 | $2,468-32.9% | $3,424-51.6% | $2,584-35.9% |
| Participant deferral / active EE | $3,707 | $6,966-46.8% | $8,448-56.1% | $4,194-11.6% |
| Admin fee / account holder | $30,809 | $6,099+405.1% | $10,911+182.4% | $7,856+292.2% |