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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 | $48,064 | $71,230-32.5% | $93,727-48.7% | $80,959-40.6% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-12.0pp | 67.7%-10.9pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,249 | $1,565+43.7% | $2,421-7.1% | $2,757-18.4% |
| Participant deferral / active EE | $3,196 | $4,037-20.9% | $4,417-27.7% | $4,300-25.7% |
| Admin fee / account holder | $2,457 | $6,961-64.7% | $8,292-70.4% | $6,925-64.5% |