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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 | $29,824 | $51,207-41.8% | $70,565-57.7% | $75,177-60.3% |
| Participation rate | 50.0% | 61.0%-11.0pp | 68.4%-18.4pp | 67.2%-17.2pp |
| Annual return | 13.10% | 30.05%-16.9pp | 32.79%-19.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,083 | $1,826-40.7% | $2,976-63.6% | $2,671-59.5% |
| Participant deferral / active EE | $3,583 | $2,850+25.7% | $4,568-21.6% | $4,126-13.2% |
| Admin fee / account holder | $1,383 | $4,097-66.2% | $6,430-78.5% | $5,651-75.5% |