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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 | $57,030 | $124,425-54.2% | $112,040-49.1% | $137,256-58.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 9.19% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,789 | $3,411-47.6% | $2,954-39.4% | $4,156-57.0% |
| Participant deferral / active EE | $7,570 | $5,718+32.4% | $5,098+48.5% | $6,407+18.2% |
| Admin fee / account holder | $62,304 | $15,207+309.7% | $12,098+415.0% | $12,270+407.8% |