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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 | $62,147 | $81,331-23.6% | $155,534-60.0% | $80,935-23.2% |
| Participation rate | 44.1% | 66.3%-22.2pp | 78.2%-34.2pp | 67.7%-23.6pp |
| Annual return | 8.89% | 33.37%-24.5pp | 64.92%-56.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,120 | $3,105-63.9% | $4,675-76.0% | $2,757-59.4% |
| Participant deferral / active EE | $3,120 | $3,454-9.7% | $5,630-44.6% | $4,299-27.4% |
| Admin fee / account holder | $8,072 | $7,999+0.9% | $15,900-49.2% | $6,924+16.6% |