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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 | $58,795 | $58,848-0.1% | $88,179-33.3% | $82,637-28.9% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.1%-29.1pp | 68.1%-28.1pp |
| Annual return | 12.13% | 22.76%-10.6pp | 64.97%-52.8pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,708 | $1,678+1.8% | $2,549-33.0% | $2,552-33.1% |
| Participant deferral / active EE | $3,221 | $3,124+3.1% | $4,614-30.2% | $4,126-21.9% |
| Admin fee / account holder | $2,065 | $4,795-56.9% | $7,673-73.1% | $7,339-71.9% |