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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 | $68,634 | $55,902+22.8% | $76,030-9.7% | $80,959-15.2% |
| Participation rate | 52.3% | 62.1%-9.8pp | 69.1%-16.8pp | 67.7%-15.4pp |
| Annual return | 8.78% | 20.59%-11.8pp | 361.54%-352.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,461 | $1,867-21.7% | $2,688-45.6% | $2,757-47.0% |
| Participant deferral / active EE | $2,684 | $3,051-12.0% | $4,257-37.0% | $4,300-37.6% |
| Admin fee / account holder | $2,939 | $5,239-43.9% | $6,421-54.2% | $6,925-57.6% |