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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 | $34,344 | $57,140-39.9% | $85,240-59.7% | $80,959-57.6% |
| Participation rate | 15.7% | 56.4%-40.7pp | 67.5%-51.8pp | 67.7%-52.0pp |
| Annual return | 9.59% | 21.71%-12.1pp | 66.75%-57.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,461 | $1,802+36.6% | $2,735-10.0% | $2,757-10.7% |
| Participant deferral / active EE | $1,474 | $3,115-52.7% | $4,527-67.4% | $4,300-65.7% |
| Admin fee / account holder | $11,319 | $4,992+126.7% | $6,165+83.6% | $6,925+63.4% |