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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 | $60,492 | $88,672-31.8% | $105,223-42.5% | $82,448-26.6% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 8.50% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,018 | $3,048-33.8% | $3,689-45.3% | $2,551-20.9% |
| Participant deferral / active EE | $3,573 | $4,036-11.5% | $5,072-29.5% | $4,139-13.7% |
| Admin fee / account holder | $4,354 | $7,146-39.1% | $8,859-50.8% | $7,234-39.8% |