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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 | $23,519 | $81,476-71.1% | $102,383-77.0% | $80,925-70.9% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 10.31% | 25.59%-15.3pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,162 | $3,105-30.4% | $3,870-44.1% | $2,756-21.6% |
| Participant deferral / active EE | $3,658 | $3,871-5.5% | $5,060-27.7% | $4,299-14.9% |
| Admin fee / account holder | $3,186 | $6,717-52.6% | $8,391-62.0% | $6,940-54.1% |