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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 | $70,899 | $76,407-7.2% | $150,298-52.8% | $82,448-14.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,112 | $2,614-57.5% | $4,154-73.2% | $2,551-56.4% |
| Participant deferral / active EE | $2,187 | $3,214-32.0% | $5,453-59.9% | $4,139-47.2% |
| Admin fee / account holder | $13,875 | $6,352+118.4% | $14,116-1.7% | $7,234+91.8% |