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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 | $125,430 | $181,896-31.0% | $156,551-19.9% | $273,972-54.2% |
| Participation rate | 18.2% | 88.4%-70.2pp | 84.0%-65.8pp | 83.0%-64.8pp |
| Annual return | 1.62% | 30.74%-29.1pp | 32.23%-30.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,363 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,164 | $5,550-43.0% | $4,871-35.0% | $5,287-40.1% |
| Admin fee / account holder | $13,024 | $15,560-16.3% | $13,0280% | $10,133+28.5% |