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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 | $46,172 | $45,126+2.3% | $85,187-45.8% | $74,459-38.0% |
| Participation rate | 47.9% | 49.4%-1.4pp | 67.5%-19.6pp | 67.2%-19.3pp |
| Annual return | 10.89% | 26.30%-15.4pp | 66.67%-55.8pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,701 | $1,460+16.5% | $2,732-37.7% | $2,626-35.2% |
| Participant deferral / active EE | $2,656 | $2,738-3.0% | $4,525-41.3% | $4,350-38.9% |
| Admin fee / account holder | $1,655 | $2,212-25.2% | $6,162-73.1% | $1,945-14.9% |