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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 | $48,396 | $71,057-31.9% | $93,654-48.3% | $80,874-40.2% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.1pp | 67.6%-11.0pp |
| Annual return | 9.31% | 11.26%-2.0pp | 133.34%-124.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $589 | $1,564-62.3% | $2,421-75.7% | $2,756-78.6% |
| Participant deferral / active EE | $1,493 | $4,034-63.0% | $4,413-66.2% | $4,297-65.3% |
| Admin fee / account holder | $11,884 | $6,944+71.1% | $8,282+43.5% | $6,935+71.4% |