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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 | $39,300 | $124,425-68.4% | $112,040-64.9% | $137,256-71.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 9.02% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,219 | $3,411-64.3% | $2,954-58.7% | $4,156-70.7% |
| Participant deferral / active EE | $2,324 | $5,718-59.4% | $5,098-54.4% | $6,407-63.7% |
| Admin fee / account holder | $14,790 | $15,207-2.7% | $12,098+22.2% | $12,270+20.5% |