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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 | $78,197-68.9% | $98,090-75.2% | $82,637-70.5% |
| Participation rate | 46.0% | 77.5%-31.5pp | 81.5%-35.5pp | 68.1%-22.1pp |
| Annual return | 9.31% | 40.25%-30.9pp | 37.05%-27.7pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,656 | $2,605-36.4% | $3,606-54.1% | $2,552-35.1% |
| Participant deferral / active EE | $3,707 | $6,636-44.1% | $7,845-52.8% | $4,126-10.2% |
| Admin fee / account holder | $30,809 | $14,832+107.7% | $11,815+160.8% | $7,339+319.8% |