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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 | $61,180 | $94,031-34.9% | $115,768-47.2% | $82,448-25.8% |
| Participation rate | 29.1% | 70.4%-41.3pp | 74.4%-45.3pp | 68.1%-39.0pp |
| Annual return | 5.80% | 20.61%-14.8pp | 100.46%-94.7pp | 41.64%-35.8pp |
| Employer contribution / active EE | $1,254 | $2,323-46.0% | $2,940-57.3% | $2,551-50.8% |
| Participant deferral / active EE | $2,960 | $3,972-25.5% | $4,917-39.8% | $4,139-28.5% |
| Admin fee / account holder | $6,996 | $10,249-31.7% | $12,439-43.8% | $7,234-3.3% |